Matrix Asset Advisors
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Matrix Asset Advisors’s Nucor NUE Stock Holding History

Matrix Asset 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
Q3 		$248K Sell
1,063
-305
-22% -$76.2K 0.02% 93
2026
Q2 		$305K Sell
1,368
-500
-27% -$113K 0.02% 92
2026
Q1 		$316K Sell
1,868
-600
-24% -$105K 0.03% 87
2025
Q4 		$403K Buy
2,468
+18
+0.7% +$2.7K 0.04% 82
2025
Q3 		$332K Sell
2,450
-248
-9% -$35.1K 0.03% 87
2025
Q2 		$349K Hold
2,698
– – 0.04% 79
2025
Q1 		$325K Hold
2,698
– – 0.04% 81
2024
Q4 		$315K Hold
2,698
– – 0.03% 85
2024
Q3 		$406K Buy
+2,698
New +$406K 0.05% 74

Other funds holding NUE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Matrix Asset Advisors's NUE Position: Q3 2026 in Review

Matrix Asset Advisors reduced its Nucor (NUE) stake by 22% in Q3 2026, selling an estimated $76.2K and leaving 1,063 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #93.

Matrix Asset Advisors first reported a position in NUE in Q3 2024 and has held it in 9 quarters since. The position peaked at $406K in Q3 2024. 1,029 funds tracked by Wall St. Rank hold NUE as of Q3 2026.

  • Matrix Asset Advisors held 1,063 shares of Nucor worth $248K as of Q3 2026.
  • Matrix Asset Advisors sold 305 Nucor shares in Q3 2026, an estimated $76.2K.
  • Nucor made up 0.02% of Matrix Asset Advisors's portfolio in Q3 2026, its #93 holding.
  • Matrix Asset Advisors first reported a position in Nucor in Q3 2024 and has held it in 9 quarters since.
  • Matrix Asset Advisors's Nucor position peaked at $406K in Q3 2024.
  • 1,029 funds tracked by Wall St. Rank held Nucor as of Q3 2026.

Based on Matrix Asset Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.