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 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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

GoalVest Advisory's NUE Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Nucor (NUE) in Q2 2026: 250 shares worth $55.7K. The stake represents 0.01% of the portfolio and ranks #196 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in NUE as recently as Q4 2025.

GoalVest Advisory first reported a position in NUE in Q1 2022 and has held it in 5 quarters since. 496 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

GoalVest Advisory held 250 shares of Nucor worth $55.7K as of Q2 2026.
Nucor was a new GoalVest Advisory position in Q2 2026.
Nucor made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #196 holding.
GoalVest Advisory first reported a position in Nucor in Q1 2022 and has held it in 5 quarters since.
496 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.