Root Financial Partners’s Nucor NUE Stock Holding History

Root Financial Partners’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	–	Sell	-674	Closed	-$114K	–	2235
2026 Q1	$114K	Buy	674 +233	+53%	+$40.6K	0.01%	520
2025 Q4	$71.9K	Buy	441 +118	+37%	+$17.7K	﹤0.01%	586
2025 Q3	$43.7K	Buy	+323	New	+$45.7K	﹤0.01%	718

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Root Financial Partners's NUE Position: Q2 2026 in Review

Root Financial Partners sold out of Nucor (NUE) in Q2 2026, closing a stake of 674 shares — an estimated $114K sold.

Root Financial Partners first reported a position in NUE in Q3 2025 and held it in 3 quarters. The position peaked at $114K in Q1 2026. 1,542 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

Root Financial Partners reported no remaining Nucor position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 674 Nucor shares in Q2 2026, an estimated $114K.
Root Financial Partners first reported a position in Nucor in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Nucor position peaked at $114K in Q1 2026.
1,542 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.