Logan Capital Management’s Nucor NUE Stock Holding History

Logan Capital Management’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	–	Sell	-3,000	Closed	-$523K	–	451
2025 Q4	$489K	Hold	3,000	–	–	0.02%	243
2025 Q3	$406K	Hold	3,000	–	–	0.02%	246
2025 Q2	$389K	Hold	3,000	–	–	0.02%	242
2025 Q1	$361K	Hold	3,000	–	–	0.02%	257
2024 Q4	$350K	Hold	3,000	–	–	0.01%	264
2024 Q3	$451K	Sell	3,000 -10	-0.3%	-$1.5K	0.02%	251
2024 Q2	$476K	Hold	3,010	–	–	0.02%	245
2024 Q1	$596K	Hold	3,010	–	–	0.03%	238
2023 Q4	$524K	Buy	3,010 +1,000	+50%	+$159K	0.02%	244
2023 Q3	$314K	Buy	2,010 +2,000	+20,000%	+$331K	0.02%	262
2023 Q2	$1.7K	Hold	10	–	–	﹤0.01%	452
2023 Q1	$1.6K	Hold	10	–	–	﹤0.01%	467
2022 Q4	$1.36K	Hold	10	–	–	﹤0.01%	501
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	492
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	521
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	509
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	535
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	518
2021 Q2	$1K	Buy	+10	New	+$935	﹤0.01%	512

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

Logan Capital Management's NUE Position: Q1 2026 in Review

Logan Capital Management sold out of Nucor (NUE) in Q1 2026, closing a stake of 3,000 shares — an estimated $523K sold.

Logan Capital Management first reported a position in NUE in Q2 2021 and held it in 19 quarters. The position peaked at $596K in Q1 2024. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Logan Capital Management reported no remaining Nucor position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 3,000 Nucor shares in Q1 2026, an estimated $523K.
Logan Capital Management first reported a position in Nucor in Q2 2021 and held it in 19 quarters.
Logan Capital Management's Nucor position peaked at $596K in Q1 2024.
1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.