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Crestwood Advisors Group’s Nucor NUE Stock Holding History

Crestwood Advisors Group’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 		$947K Buy
5,603
+2,580
+85% +$450K 0.02% 303
2025
Q4 		$493K Buy
3,023
+310
+11% +$46.6K 0.01% 394
2025
Q3 		$367K Buy
2,713
+203
+8% +$28.7K 0.01% 421
2025
Q2 		$325K Sell
2,510
-340
-12% -$39.7K 0.01% 425
2025
Q1 		$343K Buy
2,850
+304
+12% +$39.2K 0.01% 398
2024
Q4 		$297K Buy
2,546
+154
+6% +$22.2K 0.01% 387
2024
Q3 		$360K Sell
2,392
-104
-4% -$15.6K 0.01% 345
2024
Q2 		$395K Buy
2,496
+90
+4% +$15.6K 0.01% 313
2024
Q1 		$476K Buy
2,406
+102
+4% +$18.6K 0.01% 285
2023
Q4 		$401K Buy
2,304
+70
+3% +$11.1K 0.01% 288
2023
Q3 		$349K Buy
2,234
+830
+59% +$137K 0.01% 282
2023
Q2 		$230K Buy
+1,404
New +$205K 0.01% 233
2017
Q2 		– Sell
-1,000
Closed -$62K – 348
2017
Q1 		$62K Buy
+1,000
New +$61.1K 0.01% 231

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

Crestwood Advisors Group's NUE Position: Q1 2026 in Review

Crestwood Advisors Group increased its Nucor (NUE) stake by 85% in Q1 2026, buying an estimated $450K and bringing the position to 5,603 shares worth $947K. The position accounts for 0.02% of the portfolio, ranked #303.

Crestwood Advisors Group first reported a position in NUE in Q1 2017 and has held it in 13 quarters since. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Crestwood Advisors Group held 5,603 shares of Nucor worth $947K as of Q1 2026.
  • Crestwood Advisors Group bought 2,580 Nucor shares in Q1 2026, an estimated $450K.
  • Nucor made up 0.02% of Crestwood Advisors Group's portfolio in Q1 2026, its #303 holding.
  • Crestwood Advisors Group first reported a position in Nucor in Q1 2017 and has held it in 13 quarters since.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.