Ballentine Partners’s Nucor NUE Stock Holding History

Ballentine 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	$318K	Buy	1,426 +106	+8%	+$24K	﹤0.01%	766
2026 Q1	$223K	Buy	1,320 +7	+0.5%	+$1.22K	﹤0.01%	885
2025 Q4	$214K	Buy	+1,313	New	+$197K	﹤0.01%	893
2025 Q2	–	Sell	-2,803	Closed	-$337K	–	1041
2025 Q1	$337K	Buy	2,803 +1,074	+62%	+$138K	0.01%	579
2024 Q4	$202K	Sell	1,729 -213	-11%	-$30.6K	﹤0.01%	783
2024 Q3	$292K	Sell	1,942 -672	-26%	-$101K	0.01%	603
2024 Q2	$413K	Sell	2,614 -81	-3%	-$14.1K	0.01%	449
2024 Q1	$533K	Buy	2,695 +39	+1%	+$7.13K	0.01%	376
2023 Q4	$462K	Sell	2,656 -452	-15%	-$71.7K	0.01%	385
2023 Q3	$486K	Sell	3,108 -32	-1%	-$5.3K	0.01%	328
2023 Q2	$515K	Sell	3,140 -19	-0.6%	-$2.77K	0.01%	310
2023 Q1	$488K	Buy	3,159 +122	+4%	+$19.4K	0.01%	307
2022 Q4	$400K	Sell	3,037 -1,638	-35%	-$223K	0.01%	320
2022 Q3	$500K	Buy	4,675 +363	+8%	+$45.5K	0.02%	243
2022 Q2	$450K	Sell	4,312 -1,001	-19%	-$135K	0.02%	256
2022 Q1	$790K	Buy	5,313 +155	+3%	+$19K	0.02%	199
2021 Q4	$588K	Buy	5,158 +501	+11%	+$54.8K	0.02%	241
2021 Q3	$459K	Buy	4,657 +177	+4%	+$18.8K	0.02%	257
2021 Q2	$430K	Sell	4,480 -613	-12%	-$57.3K	0.01%	263
2021 Q1	$408K	Sell	5,093 -261	-5%	-$15.8K	0.02%	250
2020 Q4	$285K	Hold	5,354	–	–	0.01%	295
2020 Q3	$240K	Buy	5,354 +194	+4%	+$8.59K	0.01%	331
2020 Q2	$214K	Buy	+5,160	New	+$209K	0.01%	333
2020 Q1	–	Sell	-4,928	Closed	-$278K	–	396
2019 Q4	$278K	Sell	4,928 -98	-2%	-$5.34K	0.01%	319
2019 Q3	$255K	Sell	5,026 -37	-0.7%	-$1.93K	0.01%	317
2019 Q2	$280K	Sell	5,063 -84	-2%	-$4.62K	0.01%	304
2019 Q1	$300K	Buy	5,147 +10	+0.2%	+$586	0.02%	245
2018 Q4	$266K	Buy	5,137 +21	+0.4%	+$1.24K	0.02%	261
2018 Q3	$324K	Buy	5,116 +5	+0.1%	+$320	0.02%	259
2018 Q2	$319K	Buy	+5,111	New	+$326K	0.02%	247

Other funds holding NUE

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Ballentine Partners's NUE Position: Q2 2026 in Review

Ballentine Partners increased its Nucor (NUE) stake by 8% in Q2 2026, buying an estimated $24K and bringing the position to 1,426 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Ballentine Partners first reported a position in NUE in Q2 2018 and has held it in 30 quarters since. The position peaked at $790K in Q1 2022. 339 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

Ballentine Partners held 1,426 shares of Nucor worth $318K as of Q2 2026.
Ballentine Partners bought 106 Nucor shares in Q2 2026, an estimated $24K.
Nucor made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #766 holding.
Ballentine Partners first reported a position in Nucor in Q2 2018 and has held it in 30 quarters since.
Ballentine Partners's Nucor position peaked at $790K in Q1 2022.
339 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.