RWA
NKE icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Roberts Wealth Advisors's NKE Position: Q1 2026 in Review

Roberts Wealth Advisors increased its Nike (NKE) stake by 7% in Q1 2026, buying an estimated $246K and bringing the position to 62,371 shares worth $3.29M. The position accounts for 0.84% of the portfolio, ranked #36.

Roberts Wealth Advisors first reported a position in NKE in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.34M in Q4 2023. 1,911 funds tracked by Wall St. Rank hold NKE as of Q1 2026.

  • Roberts Wealth Advisors held 62,371 shares of Nike worth $3.29M as of Q1 2026.
  • Roberts Wealth Advisors bought 4,064 Nike shares in Q1 2026, an estimated $246K.
  • Nike made up 0.84% of Roberts Wealth Advisors's portfolio in Q1 2026, its #36 holding.
  • Roberts Wealth Advisors first reported a position in Nike in Q3 2023 and has held it in 11 quarters since.
  • Roberts Wealth Advisors's Nike position peaked at $4.34M in Q4 2023.
  • 1,911 funds tracked by Wall St. Rank held Nike as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.