Compass Wealth Management’s Nucor NUE Stock Holding History

Compass Wealth Management’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	$3.56M	Buy	21,054 +2,725	+15%	+$475K	0.88%	49
2025 Q4	$2.99M	Buy	18,329 +1,101	+6%	+$165K	0.75%	52
2025 Q3	$2.33M	Sell	17,228 -25	-0.1%	-$3.54K	0.52%	63
2025 Q2	$2.24M	Sell	17,253 -2,537	-13%	-$296K	0.53%	62
2025 Q1	$2.38M	Sell	19,790 -1,250	-6%	-$161K	0.61%	64
2024 Q4	$2.46M	Hold	21,040	–	–	0.59%	63
2024 Q3	$3.16M	Sell	21,040 -1,260	-6%	-$190K	0.74%	52
2024 Q2	$3.53M	Buy	22,300 +1	+0%	+$174	0.87%	40
2024 Q1	$4.41M	Sell	22,299 -250	-1%	-$45.7K	1.1%	33
2023 Q4	$3.92M	Sell	22,549 -899	-4%	-$143K	1.1%	31
2023 Q3	$3.67M	Sell	23,448 -900	-4%	-$149K	1.15%	31
2023 Q2	$3.99M	Sell	24,348 -499	-2%	-$72.9K	1.21%	30
2023 Q1	$3.84M	Sell	24,847 -550	-2%	-$87.5K	1.22%	28
2022 Q4	$3.35M	Buy	+25,397	New	+$3.45M	1.1%	32

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Compass Wealth Management's NUE Position: Q1 2026 in Review

Compass Wealth Management increased its Nucor (NUE) stake by 15% in Q1 2026, buying an estimated $475K and bringing the position to 21,054 shares worth $3.56M. The position accounts for 0.88% of the portfolio, ranked #49.

Compass Wealth Management first reported a position in NUE in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.41M in Q1 2024. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Compass Wealth Management held 21,054 shares of Nucor worth $3.56M as of Q1 2026.
Compass Wealth Management bought 2,725 Nucor shares in Q1 2026, an estimated $475K.
Nucor made up 0.88% of Compass Wealth Management's portfolio in Q1 2026, its #49 holding.
Compass Wealth Management first reported a position in Nucor in Q4 2022 and has held it in 14 quarters since.
Compass Wealth Management's Nucor position peaked at $4.41M in Q1 2024.
1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.