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Roehl & Yi Investment Advisors’s Nike NKE Stock Holding History

Roehl & Yi Investment 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 		$501K Buy
12,199
+754
+7% +$33.2K 0.16% 115
2026
Q1 		$605K Buy
11,445
+178
+2% +$10.8K 0.23% 88
2025
Q4 		$718K Buy
11,267
+103
+0.9% +$6.71K 0.28% 78
2025
Q3 		$778K Buy
11,164
+1,376
+14% +$103K 0.34% 63
2025
Q2 		$695K Sell
9,788
-320
-3% -$19.2K 0.36% 64
2025
Q1 		$642K Buy
10,108
+53
+0.5% +$3.9K 0.35% 69
2024
Q4 		$761K Buy
+10,055
New +$790K 0.42% 54

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

Roehl & Yi Investment Advisors's NKE Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Nike (NKE) stake by 6.6% in Q2 2026, buying an estimated $33.2K and bringing the position to 12,199 shares worth $501K. The position accounts for 0.16% of the portfolio, ranked #115.

Roehl & Yi Investment Advisors first reported a position in NKE in Q4 2024 and has held it in 7 quarters since. The position peaked at $778K in Q3 2025. 1,727 funds tracked by Wall St. Rank hold NKE as of Q2 2026.

  • Roehl & Yi Investment Advisors held 12,199 shares of Nike worth $501K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 754 Nike shares in Q2 2026, an estimated $33.2K.
  • Nike made up 0.16% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #115 holding.
  • Roehl & Yi Investment Advisors first reported a position in Nike in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's Nike position peaked at $778K in Q3 2025.
  • 1,727 funds tracked by Wall St. Rank held Nike as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.