GoalVest Advisory’s Nucor NUE Stock Holding History

GoalVest 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 Q3	$58.4K	Hold	250	–	–	0.01%	212
2026 Q2	$55.7K	Buy	+250	New	+$56.6K	0.01%	196
2026 Q1	–	Sell	-53	Closed	-$8.64K	–	518
2025 Q4	$8.64K	Buy	+53	New	+$7.96K	﹤0.01%	432
2025 Q2	–	Sell	-3	Closed	-$361	–	484
2025 Q1	$361	Buy	+3	New	+$387	﹤0.01%	391
2023 Q4	–	Sell	-4	Closed	-$625	–	456
2023 Q3	$625	Buy	+4	New	+$662	﹤0.01%	453
2022 Q2	–	Sell	-3	Closed	–	–	469
2022 Q1	$0	Buy	+3	New	+$368	﹤0.01%	465

Other funds holding NUE

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

GPI

General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

GoalVest Advisory's NUE Position: Q3 2026 in Review

GoalVest Advisory held its Nucor (NUE) position steady in Q3 2026 at 250 shares worth $58.4K. The position accounts for 0.01% of the portfolio, ranked #212.

GoalVest Advisory first reported a position in NUE in Q1 2022 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold NUE as of Q3 2026.

GoalVest Advisory held 250 shares of Nucor worth $58.4K as of Q3 2026.
GoalVest Advisory left its Nucor share count unchanged in Q3 2026.
Nucor made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #212 holding.
GoalVest Advisory first reported a position in Nucor in Q1 2022 and has held it in 6 quarters since.
12 funds tracked by Wall St. Rank held Nucor as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.