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CBIZ Investment Advisory Services’s Nucor NUE Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-27
Closed -$4.42K – 640
2025
Q4 		$4.42K Sell
27
-9
-25% -$1.35K ﹤0.01% 525
2025
Q3 		$4.89K Buy
36
+7
+24% +$991 ﹤0.01% 445
2025
Q2 		$3.77K Buy
+29
New +$3.39K ﹤0.01% 472

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State Street
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VPM
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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 $552B AUM 44.19% 1-Year Est. Return

CBIZ Investment Advisory Services's NUE Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Nucor (NUE) in Q1 2026, closing a stake of 27 shares — an estimated $4.42K sold.

CBIZ Investment Advisory Services first reported a position in NUE in Q2 2025 and held it in 3 quarters. The position peaked at $4.89K in Q3 2025. 1,376 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Nucor position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 27 Nucor shares in Q1 2026, an estimated $4.42K.
  • CBIZ Investment Advisory Services first reported a position in Nucor in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Nucor position peaked at $4.89K in Q3 2025.
  • 1,376 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.