Pacific Capital Wealth Advisors’s Nike NKE Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio NKE Stock Details NKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,570	Closed	-$119K	–	269
2024 Q4	$119K	Sell	1,570 -150	-9%	-$11.8K	0.02%	108
2024 Q3	$152K	Buy	1,720 +6	+0.4%	+$471	0.03%	92
2024 Q2	$129K	Sell	1,714 -90	-5%	-$8.36K	0.02%	97
2024 Q1	$170K	Hold	1,804	–	–	0.04%	70
2023 Q4	$196K	Buy	+1,804	New	+$194K	0.05%	63
2023 Q3	–	Sell	-1,833	Closed	-$202K	–	68
2023 Q2	$202K	Sell	1,833 -29	-2%	-$3.39K	0.05%	65
2023 Q1	$228K	Hold	1,862	–	–	0.06%	76
2022 Q4	$218K	Buy	+1,862	New	+$187K	0.06%	83
2022 Q3	–	Sell	-2,011	Closed	-$206K	–	87
2022 Q2	$206K	Sell	2,011 -82	-4%	-$9.7K	0.06%	82
2022 Q1	$282K	Hold	2,093	–	–	0.08%	78
2021 Q4	$349K	Buy	2,093 +43	+2%	+$7.09K	0.1%	74
2021 Q3	$298K	Buy	2,050 +82	+4%	+$13.4K	0.09%	71
2021 Q2	$304K	Hold	1,968	–	–	0.15%	63
2021 Q1	$262K	Sell	1,968 -77	-4%	-$10.7K	0.15%	59
2020 Q4	$289K	Hold	2,045	–	–	0.16%	57
2020 Q3	$257K	Sell	2,045 -72	-3%	-$7.73K	0.15%	58
2020 Q2	$208K	Buy	+2,117	New	+$195K	0.14%	54
2020 Q1	–	Sell	-2,184	Closed	-$221K	–	56
2019 Q4	$221K	Buy	+2,184	New	+$206K	0.15%	55

Other funds holding NKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pacific Capital Wealth Advisors's NKE Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Nike (NKE) in Q1 2025, closing a stake of 1,570 shares — an estimated $119K sold.

Pacific Capital Wealth Advisors first reported a position in NKE in Q4 2019 and held it in 18 quarters. The position peaked at $349K in Q4 2021. 2,109 funds tracked by Wall St. Rank hold NKE as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Nike position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 1,570 Nike shares in Q1 2025, an estimated $119K.
Pacific Capital Wealth Advisors first reported a position in Nike in Q4 2019 and held it in 18 quarters.
Pacific Capital Wealth Advisors's Nike position peaked at $349K in Q4 2021.
2,109 funds tracked by Wall St. Rank held Nike as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.