UP Strategic Wealth Investment Advisors’s Nike NKE Stock Holding History

UP Strategic Wealth 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
2025 Q3	–	Sell	-3,356	Closed	-$238K	–	96
2025 Q2	$238K	Buy	3,356 +34	+1%	+$2.04K	0.19%	77
2025 Q1	$211K	Buy	3,322 +238	+8%	+$17.5K	0.19%	82
2024 Q4	$233K	Buy	3,084 +536	+21%	+$42.1K	0.23%	69
2024 Q3	$225K	Buy	+2,548	New	+$200K	0.25%	72
2024 Q2	–	Sell	-2,459	Closed	-$231K	–	63
2024 Q1	$231K	Hold	2,459	–	–	0.38%	53
2023 Q4	$267K	Buy	+2,459	New	+$264K	0.49%	44

Other funds holding NKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's NKE Position: Q3 2025 in Review

UP Strategic Wealth Investment Advisors sold out of Nike (NKE) in Q3 2025, closing a stake of 3,356 shares — an estimated $238K sold.

UP Strategic Wealth Investment Advisors first reported a position in NKE in Q4 2023 and held it in 6 quarters. The position peaked at $267K in Q4 2023. 2,058 funds tracked by Wall St. Rank hold NKE as of Q3 2025.

UP Strategic Wealth Investment Advisors reported no remaining Nike position as of Q3 2025 after selling out during the quarter.
UP Strategic Wealth Investment Advisors sold 3,356 Nike shares in Q3 2025, an estimated $238K.
UP Strategic Wealth Investment Advisors first reported a position in Nike in Q4 2023 and held it in 6 quarters.
UP Strategic Wealth Investment Advisors's Nike position peaked at $267K in Q4 2023.
2,058 funds tracked by Wall St. Rank held Nike as of Q3 2025.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q3 2025, filed 19 Nov 2025.