Avalon Trust’s Nucor NUE Stock Holding History

Avalon Trust’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
2026 Q2	$267K	Sell	1,200 -300	-20%	-$67.9K	0.02%	131
2026 Q1	$254K	Hold	1,500	–	–	0.02%	136
2025 Q4	$245K	Sell	1,500 -8	-0.5%	-$1.2K	0.02%	134
2025 Q3	$204K	Buy	+1,508	New	+$213K	0.01%	158
2024 Q4	–	Sell	-300	Closed	-$45.1K	–	433
2024 Q3	$45.1K	Hold	300	–	–	﹤0.01%	222
2024 Q2	$47.4K	Buy	+300	New	+$52.1K	﹤0.01%	213
2023 Q3	–	Sell	-165	Closed	-$27.1K	–	322
2023 Q2	$27.1K	Hold	165	–	–	﹤0.01%	239
2023 Q1	$25.5K	Buy	+165	New	+$26.2K	﹤0.01%	231

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avalon Trust's NUE Position: Q2 2026 in Review

Avalon Trust reduced its Nucor (NUE) stake by 20% in Q2 2026, selling an estimated $67.9K and leaving 1,200 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #131.

Avalon Trust first reported a position in NUE in Q1 2023 and has held it in 8 quarters since. 1,549 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

Avalon Trust held 1,200 shares of Nucor worth $267K as of Q2 2026.
Avalon Trust sold 300 Nucor shares in Q2 2026, an estimated $67.9K.
Nucor made up 0.02% of Avalon Trust's portfolio in Q2 2026, its #131 holding.
Avalon Trust first reported a position in Nucor in Q1 2023 and has held it in 8 quarters since.
1,549 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.