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Compass Financial Services’s Nucor NUE Stock Holding History

Compass Financial 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
-100
Closed -$16.3K – 192
2025
Q4 		$16.3K Hold
100
– – 0.01% 165
2025
Q3 		$13.5K Hold
100
– – 0.01% 187
2025
Q2 		$13K Hold
100
– – 0.01% 176
2025
Q1 		$12K Hold
100
– – 0.01% 162
2024
Q4 		$11.7K Buy
+100
New +$14.4K 0.01% 126

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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

Compass Financial Services's NUE Position: Q1 2026 in Review

Compass Financial Services sold out of Nucor (NUE) in Q1 2026, closing a stake of 100 shares — an estimated $16.3K sold.

Compass Financial Services first reported a position in NUE in Q4 2024 and held it in 5 quarters. The position peaked at $16.3K in Q4 2025. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Compass Financial Services reported no remaining Nucor position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 100 Nucor shares in Q1 2026, an estimated $16.3K.
  • Compass Financial Services first reported a position in Nucor in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Nucor position peaked at $16.3K in Q4 2025.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.