Montag & Associates’s Nucor NUE Stock Holding History

Montag & Associates’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	$342K	Hold	2,015	–	–	0.02%	350
2025 Q4	$330K	Sell	2,015 -8	-0.4%	-$1.2K	0.02%	345
2025 Q3	$275K	Buy	2,023 +8	+0.4%	+$1.13K	0.01%	364
2025 Q2	$262K	Hold	2,015	–	–	0.01%	374
2025 Q1	$244K	Sell	2,015 -13	-0.6%	-$1.68K	0.01%	395
2024 Q4	$238K	Hold	2,028	–	–	0.01%	403
2024 Q3	$306K	Buy	2,028 +75	+4%	+$11.3K	0.01%	377
2024 Q2	$310K	Sell	1,953 -350	-15%	-$60.8K	0.02%	361
2024 Q1	$457K	Hold	2,303	–	–	0.02%	328
2023 Q4	$402K	Buy	2,303 +13	+0.6%	+$2.06K	0.02%	321
2023 Q3	$359K	Hold	2,290	–	–	0.02%	317
2023 Q2	$377K	Hold	2,290	–	–	0.02%	324
2023 Q1	$355K	Buy	2,290 +350	+18%	+$55.7K	0.02%	318
2022 Q4	$257K	Sell	1,940 -375	-16%	-$51K	0.02%	335
2022 Q3	$249K	Buy	2,315 +1,875	+426%	+$235K	0.02%	330
2022 Q2	$46K	Sell	440 -42	-9%	-$5.68K	﹤0.01%	542
2022 Q1	$72K	Hold	482	–	–	﹤0.01%	508
2021 Q4	$55K	Hold	482	–	–	﹤0.01%	555
2021 Q3	$47K	Hold	482	–	–	﹤0.01%	572
2021 Q2	$46K	Buy	482 +42	+10%	+$3.93K	﹤0.01%	560
2021 Q1	$35K	Buy	+440	New	+$26.7K	﹤0.01%	596

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

Montag & Associates's NUE Position: Q1 2026 in Review

Montag & Associates held its Nucor (NUE) position steady in Q1 2026 at 2,015 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #350.

Montag & Associates first reported a position in NUE in Q1 2021 and has held it in 21 quarters since. The position peaked at $457K in Q1 2024. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Montag & Associates held 2,015 shares of Nucor worth $342K as of Q1 2026.
Montag & Associates left its Nucor share count unchanged in Q1 2026.
Nucor made up 0.02% of Montag & Associates's portfolio in Q1 2026, its #350 holding.
Montag & Associates first reported a position in Nucor in Q1 2021 and has held it in 21 quarters since.
Montag & Associates's Nucor position peaked at $457K in Q1 2024.
1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.