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Gladstone Institutional Advisory’s Nucor NUE Stock Holding History

Gladstone Institutional Advisory’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 		$528K Sell
3,121
-125
-4% -$21.8K 0.02% 529
2025
Q4 		$530K Buy
3,246
+431
+15% +$64.8K 0.02% 490
2025
Q3 		$381K Sell
2,815
-2
-0.1% -$283 0.01% 589
2025
Q2 		$365K Buy
2,817
+129
+5% +$15.1K 0.02% 572
2025
Q1 		$323K Sell
2,688
-171
-6% -$22K 0.02% 568
2024
Q4 		$334K Buy
2,859
+30
+1% +$4.32K 0.02% 558
2024
Q3 		$425K Buy
2,829
+433
+18% +$65.1K 0.02% 495
2024
Q2 		$379K Sell
2,396
-941
-28% -$164K 0.02% 482
2024
Q1 		$660K Sell
3,337
-677
-17% -$124K 0.04% 363
2023
Q4 		$699K Buy
4,014
+207
+5% +$32.8K 0.04% 354
2023
Q3 		$595K Sell
3,807
-1,670
-30% -$276K 0.04% 356
2023
Q2 		$898K Sell
5,477
-4,684
-46% -$684K 0.05% 299
2023
Q1 		$1.57M Buy
10,161
+5,738
+130% +$913K 0.1% 224
2022
Q4 		$583K Sell
4,423
-690
-13% -$93.8K 0.04% 365
2022
Q3 		$547K Sell
5,113
-10,140
-66% -$1.27M 0.04% 375
2022
Q2 		$1.59M Buy
15,253
+10,738
+238% +$1.45M 0.13% 187
2022
Q1 		$671K Buy
4,515
+479
+12% +$58.8K 0.05% 371
2021
Q4 		$461K Buy
4,036
+161
+4% +$17.6K 0.04% 399
2021
Q3 		$382K Buy
+3,875
New +$412K 0.04% 388

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

Gladstone Institutional Advisory's NUE Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Nucor (NUE) stake by 3.9% in Q1 2026, selling an estimated $21.8K and leaving 3,121 shares worth $528K. The position accounts for 0.02% of the portfolio, ranked #529.

Gladstone Institutional Advisory first reported a position in NUE in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.59M in Q2 2022. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Gladstone Institutional Advisory held 3,121 shares of Nucor worth $528K as of Q1 2026.
  • Gladstone Institutional Advisory sold 125 Nucor shares in Q1 2026, an estimated $21.8K.
  • Nucor made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #529 holding.
  • Gladstone Institutional Advisory first reported a position in Nucor in Q3 2021 and has held it in 19 quarters since.
  • Gladstone Institutional Advisory's Nucor position peaked at $1.59M in Q2 2022.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.