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Independent Solutions Wealth Management’s Nucor NUE Stock Holding History

Independent Solutions Wealth 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 		$222K Buy
1,314
+9
+0.7% +$1.57K 0.03% 179
2025
Q4 		$213K Buy
+1,305
New +$196K 0.04% 162
2024
Q4 		– Sell
-1,369
Closed -$206K – 173
2024
Q3 		$206K Sell
1,369
-50
-4% -$7.52K 0.05% 159
2024
Q2 		$224K Sell
1,419
-208
-13% -$36.1K 0.05% 159
2024
Q1 		$322K Sell
1,627
-65
-4% -$11.9K 0.08% 143
2023
Q4 		$294K Sell
1,692
-300
-15% -$47.6K 0.08% 144
2023
Q3 		$311K Sell
1,992
-945
-32% -$156K 0.08% 158
2023
Q2 		$482K Sell
2,937
-93
-3% -$13.6K 0.12% 132
2023
Q1 		$468K Hold
3,030
– – 0.14% 123
2022
Q4 		$399K Sell
3,030
-60
-2% -$8.15K 0.12% 135
2022
Q3 		$331K Sell
3,090
-29
-0.9% -$3.64K 0.11% 151
2022
Q2 		$326K Sell
3,119
-2,430
-44% -$329K 0.1% 151
2022
Q1 		$825K Sell
5,549
-1,500
-21% -$184K 0.19% 94
2021
Q4 		$805K Sell
7,049
-88
-1% -$9.62K 0.19% 104
2021
Q3 		$703K Sell
7,137
-400
-5% -$42.5K 0.17% 114
2021
Q2 		$723K Sell
7,537
-85
-1% -$7.95K 0.18% 111
2021
Q1 		$612K Buy
+7,622
New +$462K 0.17% 105

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

Independent Solutions Wealth Management's NUE Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its Nucor (NUE) stake by 0.69% in Q1 2026, buying an estimated $1.57K and bringing the position to 1,314 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #179.

Independent Solutions Wealth Management first reported a position in NUE in Q1 2021 and has held it in 17 quarters since. The position peaked at $825K in Q1 2022. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Independent Solutions Wealth Management held 1,314 shares of Nucor worth $222K as of Q1 2026.
  • Independent Solutions Wealth Management bought 9 Nucor shares in Q1 2026, an estimated $1.57K.
  • Nucor made up 0.03% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #179 holding.
  • Independent Solutions Wealth Management first reported a position in Nucor in Q1 2021 and has held it in 17 quarters since.
  • Independent Solutions Wealth Management's Nucor position peaked at $825K in Q1 2022.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.