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 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 $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kovitz Investment Group Partners's NUE Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Nucor (NUE) stake by 7.9% in Q1 2026, selling an estimated $1.05M and leaving 70,112 shares worth $11.9M. The position accounts for 0.27% of the portfolio, ranked #92.

Kovitz Investment Group Partners first reported a position in NUE in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.4M in Q4 2025. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Kovitz Investment Group Partners held 70,112 shares of Nucor worth $11.9M as of Q1 2026.
Kovitz Investment Group Partners sold 5,999 Nucor shares in Q1 2026, an estimated $1.05M.
Nucor made up 0.27% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #92 holding.
Kovitz Investment Group Partners first reported a position in Nucor in Q2 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's Nucor position peaked at $12.4M in Q4 2025.
1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.