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Integrated Wealth Concepts’s Nucor NUE Stock Holding History

Integrated Wealth Concepts’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 		$1.17M Buy
6,929
+2,898
+72% +$505K 0.01% 1024
2025
Q4 		$657K Sell
4,031
-803
-17% -$121K 0.01% 961
2025
Q3 		$655K Buy
4,834
+163
+3% +$23.1K 0.01% 1204
2025
Q2 		$605K Buy
4,671
+1,405
+43% +$164K 0.01% 1165
2025
Q1 		$393K Buy
3,266
+568
+21% +$73.2K ﹤0.01% 1263
2024
Q4 		$315K Buy
2,698
+34
+1% +$4.89K ﹤0.01% 1339
2024
Q3 		$400K Sell
2,664
-136
-5% -$20.5K ﹤0.01% 1183
2024
Q2 		$443K Buy
2,800
+33
+1% +$5.73K 0.01% 1100
2024
Q1 		$548K Buy
2,767
+128
+5% +$23.4K 0.01% 1017
2023
Q4 		$459K Buy
2,639
+539
+26% +$85.5K 0.01% 1036
2023
Q3 		$328K Buy
2,100
+199
+10% +$32.9K 0.01% 1181
2023
Q2 		$312K Buy
1,901
+271
+17% +$39.6K 0.01% 1201
2023
Q1 		$252K Buy
+1,630
New +$259K 0.01% 1139
2022
Q2 		– Sell
-2,172
Closed -$323K – 1047
2022
Q1 		$323K Buy
+2,172
New +$267K 0.01% 714

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

Integrated Wealth Concepts's NUE Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Nucor (NUE) stake by 72% in Q1 2026, buying an estimated $505K and bringing the position to 6,929 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1024.

Integrated Wealth Concepts first reported a position in NUE in Q1 2022 and has held it in 14 quarters since. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Integrated Wealth Concepts held 6,929 shares of Nucor worth $1.17M as of Q1 2026.
  • Integrated Wealth Concepts bought 2,898 Nucor shares in Q1 2026, an estimated $505K.
  • Nucor made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1024 holding.
  • Integrated Wealth Concepts first reported a position in Nucor in Q1 2022 and has held it in 14 quarters since.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.