Waterloo Capital’s Nike NKE Stock Holding History

Waterloo Capital’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	-3,199	Closed	-$227K	–	489
2025 Q2	$227K	Buy	+3,199	New	+$192K	0.02%	419
2024 Q4	–	Sell	-2,353	Closed	-$208K	–	384
2024 Q3	$208K	Buy	+2,353	New	+$185K	0.02%	341

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

Waterloo Capital's NKE Position: Q3 2025 in Review

Waterloo Capital sold out of Nike (NKE) in Q3 2025, closing a stake of 3,199 shares — an estimated $227K sold.

Waterloo Capital first reported a position in NKE in Q3 2024 and held it in 2 quarters. The position peaked at $227K in Q2 2025. 2,056 funds tracked by Wall St. Rank hold NKE as of Q3 2025.

Waterloo Capital reported no remaining Nike position as of Q3 2025 after selling out during the quarter.
Waterloo Capital sold 3,199 Nike shares in Q3 2025, an estimated $227K.
Waterloo Capital first reported a position in Nike in Q3 2024 and held it in 2 quarters.
Waterloo Capital's Nike position peaked at $227K in Q2 2025.
2,056 funds tracked by Wall St. Rank held Nike as of Q3 2025.

Based on Waterloo Capital's 13F filing for Q3 2025, filed 5 Nov 2025.