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Sax Wealth Advisors’s Nucor NUE Stock Holding History

Sax Wealth Advisors’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 		$413K Buy
2,445
+603
+33% +$136K 0.02% 382
2026
Q1 		$300K Hold
1,842
– – 0.01% 386
2025
Q4 		$300K Buy
1,842
+39
+2% +$5.86K 0.01% 395
2025
Q3 		$244K Buy
1,803
+36
+2% +$5.1K 0.01% 389
2025
Q2 		$229K Buy
1,767
+4
+0.2% +$467 0.01% 392
2025
Q1 		$212K Buy
1,763
+31
+2% +$3.99K 0.02% 345
2024
Q4 		$202K Sell
1,732
-3
-0.2% -$432 0.02% 319
2024
Q3 		$261K Buy
1,735
+5
+0.3% +$752 0.02% 239
2024
Q2 		$273K Buy
1,730
+30
+2% +$5.21K 0.03% 222
2024
Q1 		$336K Sell
1,700
-8
-0.5% -$1.46K 0.04% 139
2023
Q4 		$297K Buy
1,708
+8
+0.5% +$1.27K 0.05% 147
2023
Q3 		$266K Hold
1,700
– – 0.05% 145
2023
Q2 		$279K Hold
1,700
– – 0.06% 142
2023
Q1 		$263K Hold
1,700
– – 0.06% 145
2022
Q4 		$224K Buy
+1,700
New +$231K 0.05% 148
2022
Q2 		– Sell
-1,700
Closed -$253K – 173
2022
Q1 		$253K Buy
+1,700
New +$209K 0.06% 149

Other funds holding NUE

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Sax Wealth Advisors's NUE Position: Q2 2026 in Review

Sax Wealth Advisors increased its Nucor (NUE) stake by 33% in Q2 2026, buying an estimated $136K and bringing the position to 2,445 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #382.

Sax Wealth Advisors first reported a position in NUE in Q1 2022 and has held it in 16 quarters since. 339 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Sax Wealth Advisors held 2,445 shares of Nucor worth $413K as of Q2 2026.
  • Sax Wealth Advisors bought 603 Nucor shares in Q2 2026, an estimated $136K.
  • Nucor made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #382 holding.
  • Sax Wealth Advisors first reported a position in Nucor in Q1 2022 and has held it in 16 quarters since.
  • 339 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.