Whelan Financial
NKE icon

Whelan Financial’s Nike NKE Stock Holding History

Whelan Financial’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
Q3 		$624K Buy
17,630
+3,239
+23% +$130K 0.16% 53
2026
Q2 		$591K Buy
14,391
+2,468
+21% +$109K 0.16% 50
2026
Q1 		$630K Buy
11,923
+1,369
+13% +$83K 0.2% 40
2025
Q4 		$672K Buy
10,554
+1,419
+16% +$92.5K 0.21% 39
2025
Q3 		$637K Buy
9,135
+534
+6% +$39.8K 0.2% 43
2025
Q2 		$611K Buy
8,601
+3,018
+54% +$181K 0.22% 36
2025
Q1 		$354K Buy
+5,583
New +$411K 0.14% 48

Other funds holding NKE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Whelan Financial's NKE Position: Q3 2026 in Review

Whelan Financial increased its Nike (NKE) stake by 23% in Q3 2026, buying an estimated $130K and bringing the position to 17,630 shares worth $624K. The position accounts for 0.16% of the portfolio, ranked #53.

Whelan Financial first reported a position in NKE in Q1 2025 and has held it in 7 quarters since. The position peaked at $672K in Q4 2025. 1,244 funds tracked by Wall St. Rank hold NKE as of Q3 2026.

  • Whelan Financial held 17,630 shares of Nike worth $624K as of Q3 2026.
  • Whelan Financial bought 3,239 Nike shares in Q3 2026, an estimated $130K.
  • Nike made up 0.16% of Whelan Financial's portfolio in Q3 2026, its #53 holding.
  • Whelan Financial first reported a position in Nike in Q1 2025 and has held it in 7 quarters since.
  • Whelan Financial's Nike position peaked at $672K in Q4 2025.
  • 1,244 funds tracked by Wall St. Rank held Nike as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.