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Bordeaux Wealth Advisors’s Nucor NUE Stock Holding History

Bordeaux Wealth Advisors’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 		– Sell
-2,123
Closed -$255K – 170
2025
Q1 		$255K Buy
2,123
+62
+3% +$7.99K 0.05% 129
2024
Q4 		$241K Sell
2,061
-676
-25% -$97.2K 0.04% 138
2024
Q3 		$411K Buy
2,737
+379
+16% +$57K 0.07% 102
2024
Q2 		$373K Buy
2,358
+5
+0.2% +$869 0.07% 98
2024
Q1 		$466K Sell
2,353
-237
-9% -$43.3K 0.15% 63
2023
Q4 		$451K Buy
2,590
+44
+2% +$6.98K 0.15% 66
2023
Q3 		$398K Sell
2,546
-66
-3% -$10.9K 0.16% 63
2023
Q2 		$428K Buy
2,612
+434
+20% +$63.4K 0.18% 66
2023
Q1 		$336K Buy
2,178
+13
+0.6% +$2.07K 0.17% 81
2022
Q4 		$285K Sell
2,165
-37
-2% -$5.03K 0.16% 71
2022
Q3 		$236K Buy
2,202
+37
+2% +$4.64K 0.15% 76
2022
Q2 		$226K Sell
2,165
-29
-1% -$3.92K 0.16% 74
2022
Q1 		$326K Buy
2,194
+29
+1% +$3.56K 0.18% 67
2021
Q4 		$247K Buy
+2,165
New +$237K 0.11% 83

Other funds holding NUE

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bordeaux Wealth Advisors's NUE Position: Q2 2025 in Review

Bordeaux Wealth Advisors sold out of Nucor (NUE) in Q2 2025, closing a stake of 2,123 shares — an estimated $255K sold.

Bordeaux Wealth Advisors first reported a position in NUE in Q4 2021 and held it in 14 quarters. The position peaked at $466K in Q1 2024. 1,185 funds tracked by Wall St. Rank hold NUE as of Q2 2025.

  • Bordeaux Wealth Advisors reported no remaining Nucor position as of Q2 2025 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 2,123 Nucor shares in Q2 2025, an estimated $255K.
  • Bordeaux Wealth Advisors first reported a position in Nucor in Q4 2021 and held it in 14 quarters.
  • Bordeaux Wealth Advisors's Nucor position peaked at $466K in Q1 2024.
  • 1,185 funds tracked by Wall St. Rank held Nucor as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.