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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
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 $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Balboa Wealth Partners's NUE Position: Q1 2026 in Review

Balboa Wealth Partners reduced its Nucor (NUE) stake by 2.3% in Q1 2026, selling an estimated $22.7K and leaving 5,402 shares worth $913K. The position accounts for 0.15% of the portfolio, ranked #115.

Balboa Wealth Partners first reported a position in NUE in Q3 2025 and has held it in 3 quarters since. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Balboa Wealth Partners held 5,402 shares of Nucor worth $913K as of Q1 2026.
  • Balboa Wealth Partners sold 130 Nucor shares in Q1 2026, an estimated $22.7K.
  • Nucor made up 0.15% of Balboa Wealth Partners's portfolio in Q1 2026, its #115 holding.
  • Balboa Wealth Partners first reported a position in Nucor in Q3 2025 and has held it in 3 quarters since.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.