Kovitz Investment Group Partners’s Nucor NUE Stock Holding History

Kovitz Investment Group Partners’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	$15.1M	Sell	67,568 -2,544	-4%	-$576K	0.33%	77
2026 Q1	$11.9M	Sell	70,112 -5,999	-8%	-$1.05M	0.27%	92
2025 Q4	$12.4M	Sell	76,111 -11,998	-14%	-$1.8M	0.27%	81
2025 Q3	$11.9M	Buy	88,109 +13,480	+18%	+$1.91M	0.05%	299
2025 Q2	$9.67M	Buy	74,629 +399	+0.5%	+$46.6K	0.04%	317
2025 Q1	$8.93M	Buy	74,230 +3,942	+6%	+$508K	0.04%	293
2024 Q4	$8.2M	Sell	70,288 -7,112	-9%	-$1.02M	0.04%	311
2024 Q3	$11.2M	Buy	77,400 +3,672	+5%	+$552K	0.08%	209
2024 Q2	$11.7M	Buy	+73,728	New	+$12.8M	0.1%	154

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kovitz Investment Group Partners's NUE Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Nucor (NUE) stake by 3.6% in Q2 2026, selling an estimated $576K and leaving 67,568 shares worth $15.1M. The position accounts for 0.33% of the portfolio, ranked #77.

Kovitz Investment Group Partners first reported a position in NUE in Q2 2024 and has held it in 9 quarters since. 1,549 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

Kovitz Investment Group Partners held 67,568 shares of Nucor worth $15.1M as of Q2 2026.
Kovitz Investment Group Partners sold 2,544 Nucor shares in Q2 2026, an estimated $576K.
Nucor made up 0.33% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #77 holding.
Kovitz Investment Group Partners first reported a position in Nucor in Q2 2024 and has held it in 9 quarters since.
1,549 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.