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Concord Wealth Partners’s Nucor NUE Stock Holding History

Concord Wealth Partners’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 		$21.4K Buy
+96
New +$21.7K ﹤0.01% 472
2026
Q1 		– Sell
-96
Closed -$15.6K – 598
2025
Q4 		$15.6K Buy
96
+1
+1% +$150 ﹤0.01% 484
2025
Q3 		$12.9K Hold
95
– – ﹤0.01% 503
2025
Q2 		$12.3K Buy
95
+1
+1% +$117 ﹤0.01% 517
2025
Q1 		$11.4K Sell
94
-23
-20% -$2.96K ﹤0.01% 494
2024
Q4 		$13.7K Sell
117
-1,717
-94% -$247K ﹤0.01% 497
2024
Q3 		$276K Sell
1,834
-3,639
-66% -$547K 0.05% 178
2024
Q2 		$865K Buy
5,473
+457
+9% +$79.4K 0.15% 108
2024
Q1 		$993K Buy
5,016
+454
+10% +$83K 0.18% 100
2023
Q4 		$794K Buy
4,562
+888
+24% +$141K 0.16% 103
2023
Q3 		$575K Buy
3,674
+3,564
+3,240% +$590K 0.12% 116
2023
Q2 		$18.1K Hold
110
– – ﹤0.01% 517
2023
Q1 		$17K Sell
110
-30
-21% -$4.77K ﹤0.01% 512
2022
Q4 		$18.4K Buy
+140
New +$19K 0.01% 539
2022
Q3 		– Sell
-328
Closed -$34K – 792
2022
Q2 		$34K Buy
328
+7
+2% +$947 0.01% 434
2022
Q1 		$48K Sell
321
-39
-11% -$4.79K 0.01% 449
2021
Q4 		$41K Buy
360
+220
+157% +$24.1K 0.01% 490
2021
Q3 		$14K Sell
140
-19
-12% -$2.02K 0.01% 428
2021
Q2 		$15K Buy
159
+146
+1,123% +$13.7K ﹤0.01% 558
2021
Q1 		$1K Buy
+13
New +$788 ﹤0.01% 937

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 $3.38T AUM 44.17% 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

Concord Wealth Partners's NUE Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Nucor (NUE) in Q2 2026: 96 shares worth $21.4K. The stake represents ﹤0.01% of the portfolio and ranks #472 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in NUE as recently as Q4 2025.

Concord Wealth Partners first reported a position in NUE in Q1 2021 and has held it in 20 quarters since. The position peaked at $993K in Q1 2024. 1,549 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Concord Wealth Partners held 96 shares of Nucor worth $21.4K as of Q2 2026.
  • Nucor was a new Concord Wealth Partners position in Q2 2026.
  • Nucor made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #472 holding.
  • Concord Wealth Partners first reported a position in Nucor in Q1 2021 and has held it in 20 quarters since.
  • Concord Wealth Partners's Nucor position peaked at $993K in Q1 2024.
  • 1,549 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.