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GeoWealth Management’s Nucor NUE Stock Holding History

GeoWealth 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 		$580K Sell
3,431
-453
-12% -$79K 0.02% 441
2025
Q4 		$634K Sell
3,884
-103
-3% -$15.5K 0.02% 388
2025
Q3 		$540K Buy
3,987
+86
+2% +$12.2K 0.02% 431
2025
Q2 		$505K Sell
3,901
-78
-2% -$9.12K 0.02% 405
2025
Q1 		$479K Sell
3,979
-297
-7% -$38.3K 0.02% 426
2024
Q4 		$499K Sell
4,276
-381
-8% -$54.8K 0.02% 469
2024
Q3 		$700K Sell
4,657
-309
-6% -$46.5K 0.02% 392
2024
Q2 		$785K Buy
4,966
+255
+5% +$44.3K 0.03% 320
2024
Q1 		$932K Buy
4,711
+386
+9% +$70.5K 0.04% 311
2023
Q4 		$753K Buy
+4,325
New +$686K 0.06% 254
2022
Q3 		– Sell
-176
Closed -$18K – 370
2022
Q2 		$18K Buy
176
+27
+18% +$3.65K ﹤0.01% 309
2022
Q1 		$22K Sell
149
-18
-11% -$2.21K ﹤0.01% 365
2021
Q4 		$19K Buy
167
+4
+2% +$437 ﹤0.01% 358
2021
Q3 		$16K Sell
163
-528
-76% -$56.1K ﹤0.01% 380
2021
Q2 		$66K Buy
+691
New +$64.6K 0.01% 238

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

GeoWealth Management's NUE Position: Q1 2026 in Review

GeoWealth Management reduced its Nucor (NUE) stake by 12% in Q1 2026, selling an estimated $79K and leaving 3,431 shares worth $580K. The position accounts for 0.02% of the portfolio, ranked #441.

GeoWealth Management first reported a position in NUE in Q2 2021 and has held it in 15 quarters since. The position peaked at $932K in Q1 2024. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • GeoWealth Management held 3,431 shares of Nucor worth $580K as of Q1 2026.
  • GeoWealth Management sold 453 Nucor shares in Q1 2026, an estimated $79K.
  • Nucor made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #441 holding.
  • GeoWealth Management first reported a position in Nucor in Q2 2021 and has held it in 15 quarters since.
  • GeoWealth Management's Nucor position peaked at $932K in Q1 2024.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.