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Balboa Wealth Partners’s Nucor NUE Stock Holding History

Balboa Wealth Partners’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 		$1.18M Sell
5,307
-95
-2% -$21.5K 0.16% 107
2026
Q1 		$913K Sell
5,402
-130
-2% -$22.7K 0.15% 115
2025
Q4 		$902K Sell
5,532
-51
-0.9% -$7.66K 0.15% 107
2025
Q3 		$756K Buy
+5,583
New +$790K 0.13% 127

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Balboa Wealth Partners's NUE Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Nucor (NUE) stake by 1.8% in Q2 2026, selling an estimated $21.5K and leaving 5,307 shares worth $1.18M. The position accounts for 0.16% of the portfolio, ranked #107.

Balboa Wealth Partners first reported a position in NUE in Q3 2025 and has held it in 4 quarters since. 1,549 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Balboa Wealth Partners held 5,307 shares of Nucor worth $1.18M as of Q2 2026.
  • Balboa Wealth Partners sold 95 Nucor shares in Q2 2026, an estimated $21.5K.
  • Nucor made up 0.16% of Balboa Wealth Partners's portfolio in Q2 2026, its #107 holding.
  • Balboa Wealth Partners first reported a position in Nucor in Q3 2025 and has held it in 4 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.