Planning Directions’s Nike NKE Stock Holding History

Planning Directions’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 Q2	–	Sell	-3,503	Closed	-$222K	–	100
2025 Q1	$222K	Buy	+3,503	New	+$258K	0.1%	113
2024 Q1	–	Sell	-1,957	Closed	-$212K	–	79
2023 Q4	$212K	Buy	+1,957	New	+$210K	0.15%	65
2023 Q3	–	Sell	-1,955	Closed	-$216K	–	66
2023 Q2	$216K	Buy	1,955 +1	+0.1%	+$117	0.16%	63
2023 Q1	$240K	Hold	1,954	–	–	0.18%	59
2022 Q4	$229K	Buy	+1,954	New	+$197K	0.17%	63
2022 Q3	–	Sell	-1,952	Closed	-$200K	–	68
2022 Q2	$200K	Hold	1,952	–	–	0.15%	70
2022 Q1	$263K	Sell	1,952 -101	-5%	-$14.2K	0.18%	62
2021 Q4	$342K	Buy	2,053 +101	+5%	+$16.7K	0.23%	50
2021 Q3	$283K	Buy	1,952 +1	+0.1%	+$163	0.21%	55
2021 Q2	$301K	Buy	1,951 +100	+5%	+$13.5K	0.22%	55
2021 Q1	$246K	Hold	1,851	–	–	0.19%	55
2020 Q4	$262K	Hold	1,851	–	–	0.21%	52
2020 Q3	$232K	Buy	+1,851	New	+$199K	0.2%	52

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

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Planning Directions's NKE Position: Q2 2025 in Review

Planning Directions sold out of Nike (NKE) in Q2 2025, closing a stake of 3,503 shares — an estimated $222K sold.

Planning Directions first reported a position in NKE in Q3 2020 and held it in 13 quarters. The position peaked at $342K in Q4 2021. 2,064 funds tracked by Wall St. Rank hold NKE as of Q2 2025.

Planning Directions reported no remaining Nike position as of Q2 2025 after selling out during the quarter.
Planning Directions sold 3,503 Nike shares in Q2 2025, an estimated $222K.
Planning Directions first reported a position in Nike in Q3 2020 and held it in 13 quarters.
Planning Directions's Nike position peaked at $342K in Q4 2021.
2,064 funds tracked by Wall St. Rank held Nike as of Q2 2025.

Based on Planning Directions's 13F filing for Q2 2025, filed 1 Aug 2025.