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Stonehaven Wealth & Tax Solutions’s Nike NKE Stock Holding History

Stonehaven Wealth & Tax Solutions’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
2025
Q4 		– Sell
-4,238
Closed -$296K – 96
2025
Q3 		$296K Sell
4,238
-60
-1% -$4.47K 0.27% 58
2025
Q2 		$305K Buy
4,298
+21
+0.5% +$1.26K 0.3% 51
2025
Q1 		$272K Sell
4,277
-202
-5% -$14.9K 0.29% 56
2024
Q4 		$339K Buy
+4,479
New +$352K 0.37% 61

Other funds holding NKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's NKE Position: Q4 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Nike (NKE) in Q4 2025, closing a stake of 4,238 shares — an estimated $296K sold.

Stonehaven Wealth & Tax Solutions first reported a position in NKE in Q4 2024 and held it in 4 quarters. The position peaked at $339K in Q4 2024. 2,065 funds tracked by Wall St. Rank hold NKE as of Q4 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining Nike position as of Q4 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 4,238 Nike shares in Q4 2025, an estimated $296K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Nike in Q4 2024 and held it in 4 quarters.
  • Stonehaven Wealth & Tax Solutions's Nike position peaked at $339K in Q4 2024.
  • 2,065 funds tracked by Wall St. Rank held Nike as of Q4 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q4 2025, filed 23 Jan 2026.