RWM
NUE icon

RKL Wealth Management’s Nucor NUE Stock Holding History

RKL 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 		$899K Buy
5,318
+48
+0.9% +$8.37K 0.08% 99
2025
Q4 		$860K Hold
5,270
– – 0.07% 104
2025
Q3 		$714K Hold
5,270
– – 0.06% 108
2025
Q2 		$683K Hold
5,270
– – 0.06% 111
2025
Q1 		$634K Sell
5,270
-280
-5% -$36.1K 0.06% 109
2024
Q4 		$648K Buy
+5,550
New +$798K 0.06% 108

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

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

RKL Wealth Management increased its Nucor (NUE) stake by 0.91% in Q1 2026, buying an estimated $8.37K and bringing the position to 5,318 shares worth $899K. The position accounts for 0.08% of the portfolio, ranked #99.

RKL Wealth Management first reported a position in NUE in Q4 2024 and has held it in 6 quarters since. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • RKL Wealth Management held 5,318 shares of Nucor worth $899K as of Q1 2026.
  • RKL Wealth Management bought 48 Nucor shares in Q1 2026, an estimated $8.37K.
  • Nucor made up 0.08% of RKL Wealth Management's portfolio in Q1 2026, its #99 holding.
  • RKL Wealth Management first reported a position in Nucor in Q4 2024 and has held it in 6 quarters since.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.