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Nike shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Nike (NKE) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Nike

Tip: Access up to 7 years of quarterly data

All positions including Nike held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nike by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 22k 52.82
2025-09-30 $73k 1.1k 69.73

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Vanguard Tax-exempt Bond Etf Etf (VTEB)

View all positions for Heartwood Wealth Advisors

Top funds holding Nike

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Capital World Investors
Wellington Management Company
Susquehanna International
Geode Capital Management
Vanguard Portfolio Management
Citadel Advisors
Morgan Stanley
FMR
Jane Street
Bank of New York Mellon
Invesco

View all funds holding Nike