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Roberts Wealth Advisors’s Nike NKE Stock Holding History

Roberts 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
2026
Q2 		$2.87M Buy
70,022
+7,651
+12% +$337K 0.65% 44
2026
Q1 		$3.29M Buy
62,371
+4,064
+7% +$246K 0.84% 36
2025
Q4 		$3.71M Sell
58,307
-612
-1% -$39.9K 0.97% 34
2025
Q3 		$4.11M Buy
58,919
+12,567
+27% +$937K 1.09% 32
2025
Q2 		$3.29M Buy
46,352
+2,180
+5% +$131K 0.95% 37
2025
Q1 		$2.8M Buy
44,172
+8,983
+26% +$661K 0.86% 43
2024
Q4 		$2.5M Sell
35,189
-16,618
-32% -$1.31M 0.76% 46
2024
Q3 		$4.18M Buy
51,807
+18,893
+57% +$1.48M 1.35% 26
2024
Q2 		$2.38M Buy
32,914
+1,018
+3% +$94.6K 0.81% 39
2024
Q1 		$2.97M Buy
31,896
+18,243
+134% +$1.86M 1.11% 35
2023
Q4 		$4.34M Buy
13,653
+462
+4% +$49.6K 0.67% 45
2023
Q3 		$1.35M Buy
+13,191
New +$1.36M 0.59% 53

Other funds holding NKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Roberts Wealth Advisors's NKE Position: Q2 2026 in Review

Roberts Wealth Advisors increased its Nike (NKE) stake by 12% in Q2 2026, buying an estimated $337K and bringing the position to 70,022 shares worth $2.87M. The position accounts for 0.65% of the portfolio, ranked #44.

Roberts Wealth Advisors first reported a position in NKE in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.34M in Q4 2023. 1,733 funds tracked by Wall St. Rank hold NKE as of Q2 2026.

  • Roberts Wealth Advisors held 70,022 shares of Nike worth $2.87M as of Q2 2026.
  • Roberts Wealth Advisors bought 7,651 Nike shares in Q2 2026, an estimated $337K.
  • Nike made up 0.65% of Roberts Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Roberts Wealth Advisors first reported a position in Nike in Q3 2023 and has held it in 12 quarters since.
  • Roberts Wealth Advisors's Nike position peaked at $4.34M in Q4 2023.
  • 1,733 funds tracked by Wall St. Rank held Nike as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.