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IVC Wealth Advisors’s Nucor NUE Stock Holding History

IVC 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
Q2 		$596K Sell
2,677
-1
-0% -$226 0.23% 77
2026
Q1 		$453K Buy
2,678
+2
+0.1% +$349 0.2% 92
2025
Q4 		$436K Buy
2,676
+22
+0.8% +$3.31K 0.19% 98
2025
Q3 		$359K Sell
2,654
-6
-0.2% -$849 0.16% 115
2025
Q2 		$345K Sell
2,660
-4
-0.2% -$467 0.17% 111
2025
Q1 		$321K Sell
2,664
-8
-0.3% -$1.03K 0.17% 118
2024
Q4 		$312K Buy
2,672
+12
+0.5% +$1.73K 0.17% 113
2024
Q3 		$400K Sell
2,660
-1,019
-28% -$153K 0.22% 96
2024
Q2 		$582K Sell
3,679
-39
-1% -$6.78K 0.33% 72
2024
Q1 		$736K Buy
3,718
+12
+0.3% +$2.19K 0.42% 59
2023
Q4 		$645K Buy
3,706
+132
+4% +$20.9K 0.4% 62
2023
Q3 		$559K Buy
3,574
+7
+0.2% +$1.16K 0.37% 70
2023
Q2 		$585K Sell
3,567
-10
-0.3% -$1.46K 0.37% 69
2023
Q1 		$553K Buy
3,577
+45
+1% +$7.16K 0.39% 66
2022
Q4 		$466K Buy
3,532
+3
+0.1% +$408 0.34% 72
2022
Q3 		$378K Sell
3,529
-2
-0.1% -$251 0.3% 77
2022
Q2 		$369K Buy
3,531
+23
+0.7% +$3.11K 0.29% 88
2022
Q1 		$521K Buy
3,508
+58
+2% +$7.12K 0.34% 70
2021
Q4 		$394K Hold
3,450
– – 0.25% 96
2021
Q3 		$340K Hold
3,450
– – 0.23% 99
2021
Q2 		$331K Hold
3,450
– – 0.23% 105
2021
Q1 		$277K Buy
+3,450
New +$209K 0.22% 101

Other funds holding NUE

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
VF
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

IVC Wealth Advisors's NUE Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Nucor (NUE) stake by 0.04% in Q2 2026, selling an estimated $226 and leaving 2,677 shares worth $596K. The position accounts for 0.23% of the portfolio, ranked #77.

IVC Wealth Advisors first reported a position in NUE in Q1 2021 and has held it in 22 quarters since. The position peaked at $736K in Q1 2024. 546 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • IVC Wealth Advisors held 2,677 shares of Nucor worth $596K as of Q2 2026.
  • IVC Wealth Advisors sold 1 Nucor share in Q2 2026, an estimated $226.
  • Nucor made up 0.23% of IVC Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • IVC Wealth Advisors first reported a position in Nucor in Q1 2021 and has held it in 22 quarters since.
  • IVC Wealth Advisors's Nucor position peaked at $736K in Q1 2024.
  • 546 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.