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Marshall & Sterling Wealth Advisors’s Nucor NUE Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$48.6K Hold
218
– – 0.03% 152
2026
Q1 		$36.8K Buy
218
+1
+0.5% +$174 0.02% 162
2025
Q4 		$35.4K Sell
217
-48
-18% -$7.21K 0.02% 162
2025
Q3 		$35.8K Buy
265
+1
+0.4% +$142 0.02% 208
2025
Q2 		$34.1K Buy
264
+2
+0.8% +$234 0.02% 207
2025
Q1 		$31.6K Buy
262
+48
+22% +$6.18K 0.02% 209
2024
Q4 		$24.9K Buy
+214
New +$30.8K 0.02% 180

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's NUE Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Nucor (NUE) position steady in Q2 2026 at 218 shares worth $48.6K. The position accounts for 0.03% of the portfolio, ranked #152.

Marshall & Sterling Wealth Advisors first reported a position in NUE in Q4 2024 and has held it in 7 quarters since. 1,545 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 218 shares of Nucor worth $48.6K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Nucor share count unchanged in Q2 2026.
  • Nucor made up 0.03% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Nucor in Q4 2024 and has held it in 7 quarters since.
  • 1,545 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.