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Root Financial Partners’s Nike NKE Stock Holding History

Root Financial Partners’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 		$198K Sell
3,745
-140
-4% -$8.49K 0.01% 332
2025
Q4 		$248K Buy
3,885
+1,860
+92% +$121K 0.01% 258
2025
Q3 		$141K Buy
+2,025
New +$151K 0.01% 342

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

Root Financial Partners's NKE Position: Q1 2026 in Review

Root Financial Partners reduced its Nike (NKE) stake by 3.6% in Q1 2026, selling an estimated $8.49K and leaving 3,745 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #332.

Root Financial Partners first reported a position in NKE in Q3 2025 and has held it in 3 quarters since. The position peaked at $248K in Q4 2025. 1,912 funds tracked by Wall St. Rank hold NKE as of Q1 2026.

  • Root Financial Partners held 3,745 shares of Nike worth $198K as of Q1 2026.
  • Root Financial Partners sold 140 Nike shares in Q1 2026, an estimated $8.49K.
  • Nike made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #332 holding.
  • Root Financial Partners first reported a position in Nike in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Nike position peaked at $248K in Q4 2025.
  • 1,912 funds tracked by Wall St. Rank held Nike as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.