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Compass Ion Advisors’s Nucor NUE Stock Holding History

Compass Ion 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
2026
Q1 		$900K Sell
5,320
-14
-0.3% -$2.44K 0.09% 122
2025
Q4 		$870K Sell
5,334
-91
-2% -$13.7K 0.08% 122
2025
Q3 		$735K Buy
5,425
+5
+0.1% +$708 0.07% 141
2025
Q2 		$702K Buy
5,420
+3
+0.1% +$351 0.08% 138
2025
Q1 		$652K Sell
5,417
-352
-6% -$45.4K 0.08% 142
2024
Q4 		$673K Sell
5,769
-22
-0.4% -$3.17K 0.08% 139
2024
Q3 		$871K Buy
5,791
+178
+3% +$26.8K 0.11% 114
2024
Q2 		$1.11M Hold
5,613
– – 0.16% 80
2024
Q1 		$1.11M Sell
5,613
-16
-0.3% -$2.92K 0.16% 81
2023
Q4 		$980K Buy
5,629
+162
+3% +$25.7K 0.15% 92
2023
Q3 		$855K Buy
+5,467
New +$905K 0.15% 99

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

Compass Ion Advisors's NUE Position: Q1 2026 in Review

Compass Ion Advisors reduced its Nucor (NUE) stake by 0.26% in Q1 2026, selling an estimated $2.44K and leaving 5,320 shares worth $900K. The position accounts for 0.09% of the portfolio, ranked #122.

Compass Ion Advisors first reported a position in NUE in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.11M in Q2 2024. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Compass Ion Advisors held 5,320 shares of Nucor worth $900K as of Q1 2026.
  • Compass Ion Advisors sold 14 Nucor shares in Q1 2026, an estimated $2.44K.
  • Nucor made up 0.09% of Compass Ion Advisors's portfolio in Q1 2026, its #122 holding.
  • Compass Ion Advisors first reported a position in Nucor in Q3 2023 and has held it in 11 quarters since.
  • Compass Ion Advisors's Nucor position peaked at $1.11M in Q2 2024.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.