Atria Wealth Solutions’s Nucor NUE Stock Holding History

Atria Wealth Solutions’s Portfolio NUE Stock Details NUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$343K	Sell	2,610 -3,742	-59%	-$437K	0.01%	1092
2025 Q1	$766K	Buy	6,352 +458	+8%	+$59K	0.01%	986
2024 Q4	$690K	Sell	5,894 -834	-12%	-$120K	0.01%	1085
2024 Q3	$1.01M	Sell	6,728 -144	-2%	-$21.7K	0.01%	910
2024 Q2	$1.09M	Sell	6,872 -1,200	-15%	-$209K	0.01%	860
2024 Q1	$1.6M	Sell	8,072 -2,238	-22%	-$409K	0.02%	707
2023 Q4	$1.8M	Sell	10,310 -1,378	-12%	-$218K	0.02%	640
2023 Q3	$1.83M	Buy	11,688 +1,289	+12%	+$213K	0.03%	589
2023 Q2	$1.71M	Sell	10,399 -6,156	-37%	-$899K	0.02%	617
2023 Q1	$2.56M	Buy	16,555 +2,590	+19%	+$412K	0.04%	456
2022 Q4	$1.84M	Sell	13,965 -4,714	-25%	-$641K	0.03%	548
2022 Q3	$2M	Buy	+18,679	New	+$2.34M	0.03%	481
2022 Q2	–	Sell	-27,159	Closed	-$4.04M	–	1814
2022 Q1	$4.04M	Buy	+27,159	New	+$3.33M	0.07%	298

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return