JSA
NUE icon

Jacobson & Schmitt Advisors’s Nucor NUE Stock Holding History

Jacobson & Schmitt 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 		$368K Hold
1,650
– – 0.06% 69
2026
Q1 		$279K Hold
1,650
– – 0.05% 66
2025
Q4 		$269K Sell
1,650
-364
-18% -$54.7K 0.05% 67
2025
Q3 		$273K Sell
2,014
-186
-8% -$26.3K 0.05% 76
2025
Q2 		$285K Buy
+2,200
New +$257K 0.05% 64
2025
Q1 		– Sell
-2,200
Closed -$257K – 70
2024
Q4 		$257K Hold
2,200
– – 0.05% 67
2024
Q3 		$331K Hold
2,200
– – 0.07% 60
2024
Q2 		$348K Buy
+2,200
New +$382K 0.08% 53
2024
Q1 		– Sell
-2,200
Closed -$383K – 66
2023
Q4 		$383K Hold
2,200
– – 0.1% 50
2023
Q3 		$344K Hold
2,200
– – 0.1% 45
2023
Q2 		$361K Hold
2,200
– – 0.1% 47
2023
Q1 		$340K Hold
2,200
– – 0.1% 47
2022
Q4 		$235K Hold
2,200
– – 0.08% 46
2022
Q3 		$235K Hold
2,200
– – 0.08% 46
2022
Q2 		$230K Hold
2,200
– – 0.07% 49
2022
Q1 		$327K Hold
2,200
– – 0.09% 44
2021
Q4 		$251K Buy
+2,200
New +$241K 0.06% 52

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
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
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Jacobson & Schmitt Advisors's NUE Position: Q2 2026 in Review

Jacobson & Schmitt Advisors held its Nucor (NUE) position steady in Q2 2026 at 1,650 shares worth $368K. The position accounts for 0.06% of the portfolio, ranked #69.

Jacobson & Schmitt Advisors first reported a position in NUE in Q4 2021 and has held it in 17 quarters since. The position peaked at $383K in Q4 2023. 508 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Jacobson & Schmitt Advisors held 1,650 shares of Nucor worth $368K as of Q2 2026.
  • Jacobson & Schmitt Advisors left its Nucor share count unchanged in Q2 2026.
  • Nucor made up 0.06% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #69 holding.
  • Jacobson & Schmitt Advisors first reported a position in Nucor in Q4 2021 and has held it in 17 quarters since.
  • Jacobson & Schmitt Advisors's Nucor position peaked at $383K in Q4 2023.
  • 508 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.