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WealthPlan Investment Management’s Nike NKE Stock Holding History

WealthPlan Investment 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
Q2 		$873K Sell
21,277
-2,863
-12% -$126K 0.04% 245
2026
Q1 		$1.28M Sell
24,140
-17,113
-41% -$1.04M 0.07% 194
2025
Q4 		$2.63M Sell
41,253
-50,230
-55% -$3.27M 0.17% 116
2025
Q3 		$6.38M Sell
91,483
-2,042
-2% -$152K 0.42% 78
2025
Q2 		$6.64M Buy
93,525
+15,533
+20% +$932K 0.48% 68
2025
Q1 		$4.95M Buy
77,992
+7,564
+11% +$557K 0.49% 69
2024
Q4 		$5.33M Sell
70,428
-7,033
-9% -$552K 0.53% 66
2024
Q3 		$6.85M Buy
77,461
+3,767
+5% +$295K 0.69% 56
2024
Q2 		$5.55M Sell
73,694
-2,096
-3% -$195K 0.84% 52
2024
Q1 		$7.12M Buy
75,790
+3,112
+4% +$317K 1.09% 37
2023
Q4 		$7.89M Buy
72,678
+1,420
+2% +$153K 1.26% 30
2023
Q3 		$6.81M Buy
71,258
+70,258
+7,026% +$7.23M 1.2% 34
2023
Q2 		$110K Sell
1,000
-211
-17% -$24.7K 0.03% 150
2023
Q1 		$149K Sell
1,211
-1,394
-54% -$171K 0.03% 175
2022
Q4 		$326K Sell
2,605
-104
-4% -$10.5K 0.02% 301
2022
Q3 		$293K Buy
+2,709
New +$292K 0.02% 305
2022
Q1 		$343K Buy
+2,747
New +$386K 0.02% 299

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 $3.37T AUM 44.26% 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

WealthPlan Investment Management's NKE Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Nike (NKE) stake by 12% in Q2 2026, selling an estimated $126K and leaving 21,277 shares worth $873K. The position accounts for 0.04% of the portfolio, ranked #245.

WealthPlan Investment Management first reported a position in NKE in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.89M in Q4 2023. 1,727 funds tracked by Wall St. Rank hold NKE as of Q2 2026.

  • WealthPlan Investment Management held 21,277 shares of Nike worth $873K as of Q2 2026.
  • WealthPlan Investment Management sold 2,863 Nike shares in Q2 2026, an estimated $126K.
  • Nike made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #245 holding.
  • WealthPlan Investment Management first reported a position in Nike in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Nike position peaked at $7.89M in Q4 2023.
  • 1,727 funds tracked by Wall St. Rank held Nike as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.