Kovitz Investment Group Partners’s Nucor NUE Stock Holding History

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

Other funds holding NUE

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.