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Forvis Mazars Wealth Advisors’s Nucor NUE Stock Holding History

Forvis Mazars Wealth 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
Q1 		$323K Sell
1,909
-39
-2% -$6.8K 0.01% 346
2025
Q4 		$318K Buy
1,948
+39
+2% +$5.86K 0.01% 346
2025
Q3 		$259K Sell
1,909
-142
-7% -$20.1K 0.01% 369
2025
Q2 		$266K Sell
2,051
-21
-1% -$2.45K 0.01% 361
2025
Q1 		$249K Hold
2,072
– – 0.01% 362
2024
Q4 		$242K Buy
2,072
+20
+1% +$2.88K 0.01% 398
2024
Q3 		$308K Buy
2,052
+124
+6% +$18.7K 0.01% 378
2024
Q2 		$305K Buy
1,928
+318
+20% +$55.3K 0.01% 350
2024
Q1 		$319K Hold
1,610
– – 0.01% 341
2023
Q4 		$280K Sell
1,610
-54
-3% -$8.56K 0.01% 342
2023
Q3 		$260K Sell
1,664
-408
-20% -$67.5K 0.01% 344
2023
Q2 		$340K Sell
2,072
-75
-3% -$10.9K 0.01% 342
2023
Q1 		$332K Buy
2,147
+113
+6% +$18K 0.01% 319
2022
Q4 		$268K Buy
2,034
+116
+6% +$15.8K 0.01% 345
2022
Q3 		$206K Sell
1,918
-3
-0.2% -$376 0.01% 369
2022
Q2 		$201K Buy
+1,921
New +$260K 0.01% 380

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

Forvis Mazars Wealth Advisors's NUE Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Nucor (NUE) stake by 2% in Q1 2026, selling an estimated $6.8K and leaving 1,909 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #346.

Forvis Mazars Wealth Advisors first reported a position in NUE in Q2 2022 and has held it in 16 quarters since. The position peaked at $340K in Q2 2023. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 1,909 shares of Nucor worth $323K as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 39 Nucor shares in Q1 2026, an estimated $6.8K.
  • Nucor made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #346 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Nucor in Q2 2022 and has held it in 16 quarters since.
  • Forvis Mazars Wealth Advisors's Nucor position peaked at $340K in Q2 2023.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.