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Modera Wealth Management’s Nucor NUE Stock Holding History

Modera Wealth 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 		$1.66M Sell
9,796
-37
-0.4% -$6.45K 0.02% 274
2025
Q4 		$1.6M Sell
9,833
-5
-0.1% -$751 0.02% 284
2025
Q3 		$1.33M Sell
9,838
-88
-0.9% -$12.5K 0.02% 302
2025
Q2 		$1.29M Buy
9,926
+462
+5% +$54K 0.02% 299
2025
Q1 		$1.14M Sell
9,464
-515
-5% -$66.4K 0.02% 308
2024
Q4 		$1.16M Buy
9,979
+242
+2% +$34.8K 0.01% 304
2024
Q3 		$1.46M Sell
9,737
-187
-2% -$28.1K 0.02% 262
2024
Q2 		$1.57M Sell
9,924
-43
-0.4% -$7.47K 0.02% 249
2024
Q1 		$1.97M Buy
9,967
+4
+0% +$731 0.03% 228
2023
Q4 		$1.73M Sell
9,963
-120
-1% -$19K 0.03% 234
2023
Q3 		$1.58M Sell
10,083
-1,171
-10% -$194K 0.03% 238
2023
Q2 		$1.85M Buy
+11,254
New +$1.64M 0.03% 229
2022
Q1 		– Sell
-5,315
Closed -$607K – 516
2021
Q4 		$607K Buy
+5,315
New +$581K 0.02% 239

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Modera Wealth Management's NUE Position: Q1 2026 in Review

Modera Wealth Management reduced its Nucor (NUE) stake by 0.38% in Q1 2026, selling an estimated $6.45K and leaving 9,796 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #274.

Modera Wealth Management first reported a position in NUE in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.97M in Q1 2024. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Modera Wealth Management held 9,796 shares of Nucor worth $1.66M as of Q1 2026.
  • Modera Wealth Management sold 37 Nucor shares in Q1 2026, an estimated $6.45K.
  • Nucor made up 0.02% of Modera Wealth Management's portfolio in Q1 2026, its #274 holding.
  • Modera Wealth Management first reported a position in Nucor in Q4 2021 and has held it in 13 quarters since.
  • Modera Wealth Management's Nucor position peaked at $1.97M in Q1 2024.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.