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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
Q2 		$4.41M Sell
19,781
-1,273
-6% -$288K 0.83% 44
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
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Compass Wealth Management's NUE Position: Q2 2026 in Review

Compass Wealth Management reduced its Nucor (NUE) stake by 6% in Q2 2026, selling an estimated $288K and leaving 19,781 shares worth $4.41M. The position accounts for 0.83% of the portfolio, ranked #44.

Compass Wealth Management first reported a position in NUE in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.41M in Q1 2024. 1,541 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Compass Wealth Management held 19,781 shares of Nucor worth $4.41M as of Q2 2026.
  • Compass Wealth Management sold 1,273 Nucor shares in Q2 2026, an estimated $288K.
  • Nucor made up 0.83% of Compass Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Compass Wealth Management first reported a position in Nucor in Q4 2022 and has held it in 15 quarters since.
  • Compass Wealth Management's Nucor position peaked at $4.41M in Q1 2024.
  • 1,541 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.