Icon Wealth Advisors’s Nucor NUE Stock Holding History

Icon 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	$1.1M	Buy	4,930 +1,108	+29%	+$193K	0.07%	160
2025 Q4	$623K	Buy	+3,822	New	+$574K	0.04%	233

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Icon Wealth Advisors's NUE Position: Q1 2026 in Review

Icon Wealth Advisors increased its Nucor (NUE) stake by 29% in Q1 2026, buying an estimated $193K and bringing the position to 4,930 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #160.

Icon Wealth Advisors first reported a position in NUE in Q4 2025 and has held it in 2 quarters since. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Icon Wealth Advisors held 4,930 shares of Nucor worth $1.1M as of Q1 2026.
Icon Wealth Advisors bought 1,108 Nucor shares in Q1 2026, an estimated $193K.
Nucor made up 0.07% of Icon Wealth Advisors's portfolio in Q1 2026, its #160 holding.
Icon Wealth Advisors first reported a position in Nucor in Q4 2025 and has held it in 2 quarters since.
1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.