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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
Q2 		$293K Hold
1,314
– – 0.04% 170
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 $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Solutions Wealth Management's NUE Position: Q2 2026 in Review

Independent Solutions Wealth Management held its Nucor (NUE) position steady in Q2 2026 at 1,314 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #170.

Independent Solutions Wealth Management first reported a position in NUE in Q1 2021 and has held it in 18 quarters since. The position peaked at $825K in Q1 2022. 1,545 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Independent Solutions Wealth Management held 1,314 shares of Nucor worth $293K as of Q2 2026.
  • Independent Solutions Wealth Management left its Nucor share count unchanged in Q2 2026.
  • Nucor made up 0.04% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Independent Solutions Wealth Management first reported a position in Nucor in Q1 2021 and has held it in 18 quarters since.
  • Independent Solutions Wealth Management's Nucor position peaked at $825K in Q1 2022.
  • 1,545 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.