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TriaGen Wealth Management’s Nike NKE Stock Holding History

TriaGen Wealth Management’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 		$1.39M Hold
26,258
– – 0.38% 62
2025
Q4 		$1.67M Sell
26,258
-5,200
-17% -$339K 0.43% 58
2025
Q3 		$2.19M Buy
31,458
+28,000
+810% +$2.09M 0.57% 54
2025
Q2 		$246K Buy
+3,458
New +$208K 0.07% 155
2024
Q4 		– Sell
-2,559
Closed -$226K – 180
2024
Q3 		$226K Sell
2,559
-448
-15% -$35.1K 0.08% 161
2024
Q2 		$227K Sell
3,007
-19
-0.6% -$1.77K 0.09% 149
2024
Q1 		$284K Buy
3,026
+2
+0.1% +$203 0.12% 133
2023
Q4 		$328K Buy
3,024
+5
+0.2% +$537 0.16% 118
2023
Q3 		$289K Hold
3,019
– – 0.15% 119
2023
Q2 		$333K Hold
3,019
– – 0.15% 122
2023
Q1 		$370K Buy
3,019
+22
+0.7% +$2.71K 0.19% 106
2022
Q4 		$351K Buy
2,997
+458
+18% +$46.1K 0.19% 117
2022
Q3 		$211K Hold
2,539
– – 0.12% 154
2022
Q2 		$259K Buy
2,539
+718
+39% +$84.9K 0.18% 121
2022
Q1 		$245K Hold
1,821
– – 0.13% 154
2021
Q4 		$304K Hold
1,821
– – 0.15% 142
2021
Q3 		$264K Hold
1,821
– – 0.14% 158
2021
Q2 		$305K Sell
1,821
-3,695
-67% -$497K 0.16% 146
2021
Q1 		$733K Buy
5,516
+3,600
+188% +$500K 0.42% 74
2020
Q4 		$271K Buy
+1,916
New +$254K 0.16% 139

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