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 Q2	$1.17M	Sell	5,275 -45	-0.8%	-$10.2K	0.1%	108
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 Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Compass Ion Advisors's NUE Position: Q2 2026 in Review

Compass Ion Advisors reduced its Nucor (NUE) stake by 0.85% in Q2 2026, selling an estimated $10.2K and leaving 5,275 shares worth $1.17M. The position accounts for 0.1% of the portfolio, ranked #108.

Compass Ion Advisors first reported a position in NUE in Q3 2023 and has held it in 12 quarters since. 1,545 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

Compass Ion Advisors held 5,275 shares of Nucor worth $1.17M as of Q2 2026.
Compass Ion Advisors sold 45 Nucor shares in Q2 2026, an estimated $10.2K.
Nucor made up 0.1% of Compass Ion Advisors's portfolio in Q2 2026, its #108 holding.
Compass Ion Advisors first reported a position in Nucor in Q3 2023 and has held it in 12 quarters since.
1,545 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.