Kovitz Investment Group Partners
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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
2025
Q2 		– Sell
-209
Closed -$423K – 1391
2025
Q1 		$423K Sell
209
-1,600
-88% -$206K ﹤0.01% 952
2024
Q4 		$574K Buy
+1,809
New +$260K ﹤0.01% 855

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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.