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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
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
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

Root Financial Partners's NUE Position: Q1 2026 in Review

Root Financial Partners increased its Nucor (NUE) stake by 53% in Q1 2026, buying an estimated $40.6K and bringing the position to 674 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #520.

Root Financial Partners first reported a position in NUE in Q3 2025 and has held it in 3 quarters since. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Root Financial Partners held 674 shares of Nucor worth $114K as of Q1 2026.
  • Root Financial Partners bought 233 Nucor shares in Q1 2026, an estimated $40.6K.
  • Nucor made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #520 holding.
  • Root Financial Partners first reported a position in Nucor in Q3 2025 and has held it in 3 quarters since.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.