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Xcel Wealth Management’s Nike NKE Stock Holding History

Xcel 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
Q2 		$342K Buy
8,336
+2,751
+49% +$121K 0.08% 126
2026
Q1 		$295K Buy
+5,585
New +$339K 0.08% 123
2025
Q4 		– Sell
-4,055
Closed -$283K – 146
2025
Q3 		$283K Hold
4,055
– – 0.07% 126
2025
Q2 		$288K Buy
+4,055
New +$243K 0.08% 118
2023
Q3 		– Sell
-6,660
Closed -$735K – 125
2023
Q2 		$735K Sell
6,660
-275
-4% -$32.2K 0.23% 71
2023
Q1 		$850K Sell
6,935
-590
-8% -$72.5K 0.3% 62
2022
Q4 		$880K Buy
7,525
+1
+0% +$101 0.35% 60
2022
Q3 		$625K Sell
7,524
-1,500
-17% -$161K 0.23% 69
2022
Q2 		$922K Sell
9,024
-2,809
-24% -$332K 0.34% 59
2022
Q1 		$1.59M Sell
11,833
-2,484
-17% -$349K 0.44% 60
2021
Q4 		$2.39M Buy
14,317
+2
+0% +$330 0.61% 51
2021
Q3 		$2.08M Sell
14,315
-250
-2% -$40.8K 0.6% 49
2021
Q2 		$2.25M Buy
14,565
+1,550
+12% +$209K 0.68% 43
2021
Q1 		$1.73M Buy
13,015
+2,820
+28% +$392K 0.62% 42
2020
Q4 		$1.44M Buy
10,195
+2,291
+29% +$304K 0.62% 41
2020
Q3 		$992K Buy
+7,904
New +$849K 0.51% 45

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

Xcel Wealth Management's NKE Position: Q2 2026 in Review

Xcel Wealth Management increased its Nike (NKE) stake by 49% in Q2 2026, buying an estimated $121K and bringing the position to 8,336 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #126.

Xcel Wealth Management first reported a position in NKE in Q3 2020 and has held it in 16 quarters since. The position peaked at $2.39M in Q4 2021. 1,730 funds tracked by Wall St. Rank hold NKE as of Q2 2026.

  • Xcel Wealth Management held 8,336 shares of Nike worth $342K as of Q2 2026.
  • Xcel Wealth Management bought 2,751 Nike shares in Q2 2026, an estimated $121K.
  • Nike made up 0.08% of Xcel Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Xcel Wealth Management first reported a position in Nike in Q3 2020 and has held it in 16 quarters since.
  • Xcel Wealth Management's Nike position peaked at $2.39M in Q4 2021.
  • 1,730 funds tracked by Wall St. Rank held Nike as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.