TrinityPoint Wealth, LLC NKE — NIKE INC

Ownership history in TrinityPoint Wealth, LLC  ·  22 quarters on record

AI Ownership Summary

TrinityPoint Wealth, LLC reported NIKE INC (NKE) in 22 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 0.42% in 2023 Q4. The latest visible filing shows NKE at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NKE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TrinityPoint Wealth, LLC's position in NIKE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

NKE was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NKE stock page TrinityPoint Wealth, LLC fund profile TrinityPoint Wealth, LLC full holdings
How TrinityPoint Wealth, LLC held NKE — position size vs. price
% of Fund (quarterly)    NKE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 61.8% -15.7% ✅ 10,906 -17,655 -61.8% 0.12% $825K 2025-02-14 (Est.) $70.89
2024 Q3 ADDED — — — 28,561 +2,408 +9.2% 0.36% $2.5M 2024-11-07 $73.31
2024 Q2 ADDED — — — 26,153 +4,626 +21.5% 0.31% $2.0M 2024-07-30 $71.45
2024 Q1 REDUCED — — — 21,527 -34 -0.2% 0.33% $2.0M 2024-05-08 $89.63
2023 Q4 ADDED — — — 21,561 +166 +0.8% 0.42% $2.3M 2024-02-08 $99.02
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NKE

As of 2026 Q1 — sorted by position size

Mayar Capital Ltd. 3Y 9.4% GUARDCAP ASSET MANAGEMENT Ltd 3Y 7Y 5.26% HS Management Partners, LLC 3Y 7Y 4.17% McGinn Penninger Investment Management, Inc. 3Y 3.23% SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 3.15% ABSHER WEALTH MANAGEMENT, LLC 3Y 3.1% STONERIDGE INVESTMENT PARTNERS LLC 3Y 7Y 3.01% FLOSSBACH VON STORCH SE 3Y 7Y 3.0% Capitol Family Office, Inc. 3Y 2.98% MCDONALD CAPITAL INVESTORS INC/CA 3Y 7Y 2.9%

FAQ About TrinityPoint Wealth, LLC and NKE

These are the practical questions this page is built to answer before you even open the full history table.

How long has TrinityPoint Wealth, LLC reported owning NKE?

TrinityPoint Wealth, LLC reported NKE across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported NKE position in TrinityPoint Wealth, LLC's portfolio?

The largest reported portfolio weight for NKE was 0.42% in 2023 Q4.

What is the latest reported NKE position on this page?

The most recent filing on this page is 2024 Q4, when TrinityPoint Wealth, LLC reported 10,906 shares, equal to 0.12% of portfolio, with an estimated market value of $825K.

What does the chart on this NKE ownership page compare?

The chart compares TrinityPoint Wealth, LLC's quarterly NKE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TrinityPoint Wealth, LLC time their NKE position?

Based on 13F filing dates vs. subsequent NKE price moves, TrinityPoint Wealth, LLC correctly timed 6 out of 16 reported position changes (38%).

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