XML Financial’s Nike NKE Stock Holding History

XML 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 Q1	–	Sell	-3,244	Closed	-$207K	–	448
2025 Q4	$207K	Buy	+3,244	New	+$211K	0.02%	415
2025 Q1	–	Sell	-2,991	Closed	-$226K	–	388
2024 Q4	$226K	Buy	2,991 +309	+12%	+$24.3K	0.02%	324
2024 Q3	$237K	Buy	+2,682	New	+$210K	0.02%	309
2024 Q1	–	Sell	-1,976	Closed	-$214K	–	345
2023 Q4	$214K	Buy	+1,976	New	+$212K	0.02%	313
2023 Q3	–	Sell	-1,854	Closed	-$205K	–	333
2023 Q2	$205K	Sell	1,854 -50	-3%	-$5.85K	0.02%	319
2023 Q1	$234K	Buy	1,904 +44	+2%	+$5.41K	0.03%	296
2022 Q4	$218K	Buy	+1,860	New	+$187K	0.03%	302
2022 Q1	–	Sell	-1,311	Closed	-$219K	–	338
2021 Q4	$219K	Buy	+1,311	New	+$216K	0.03%	293
2021 Q3	–	Sell	-1,525	Closed	-$236K	–	320
2021 Q2	$236K	Buy	+1,525	New	+$205K	0.05%	199

Other funds holding NKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

XML Financial's NKE Position: Q1 2026 in Review

XML Financial sold out of Nike (NKE) in Q1 2026, closing a stake of 3,244 shares — an estimated $207K sold.

XML Financial first reported a position in NKE in Q2 2021 and held it in 9 quarters. The position peaked at $237K in Q3 2024. 1,922 funds tracked by Wall St. Rank hold NKE as of Q1 2026.

XML Financial reported no remaining Nike position as of Q1 2026 after selling out during the quarter.
XML Financial sold 3,244 Nike shares in Q1 2026, an estimated $207K.
XML Financial first reported a position in Nike in Q2 2021 and held it in 9 quarters.
XML Financial's Nike position peaked at $237K in Q3 2024.
1,922 funds tracked by Wall St. Rank held Nike as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.