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Rooted Wealth Advisors’s Nike NKE Stock Holding History

Rooted 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 		– Sell
-7,878
Closed -$366K – 157
2026
Q1 		$366K Buy
7,878
+27
+0.3% +$1.64K 0.1% 96
2025
Q4 		$504K Buy
7,851
+1,266
+19% +$82.5K 0.14% 84
2025
Q3 		$474K Buy
6,585
+1,264
+24% +$94.2K 0.14% 78
2025
Q2 		$387K Buy
5,321
+1,646
+45% +$98.8K 0.13% 77
2025
Q1 		$210K Buy
3,675
+731
+25% +$53.8K 0.09% 88
2024
Q4 		$212K Buy
+2,944
New +$231K 0.08% 92

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 $3.38T AUM 44.17% 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

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

Rooted Wealth Advisors sold out of Nike (NKE) in Q2 2026, closing a stake of 7,878 shares — an estimated $366K sold.

Rooted Wealth Advisors first reported a position in NKE in Q4 2024 and held it in 6 quarters. The position peaked at $504K in Q4 2025. 1,739 funds tracked by Wall St. Rank hold NKE as of Q2 2026.

  • Rooted Wealth Advisors reported no remaining Nike position as of Q2 2026 after selling out during the quarter.
  • Rooted Wealth Advisors sold 7,878 Nike shares in Q2 2026, an estimated $366K.
  • Rooted Wealth Advisors first reported a position in Nike in Q4 2024 and held it in 6 quarters.
  • Rooted Wealth Advisors's Nike position peaked at $504K in Q4 2025.
  • 1,739 funds tracked by Wall St. Rank held Nike as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.