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SHP Wealth Management’s Nucor NUE Stock Holding History

SHP 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 		$473K Sell
2,798
-931
-25% -$162K 0.04% 160
2025
Q4 		$608K Buy
+3,729
New +$560K 0.05% 125

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 $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management reduced its Nucor (NUE) stake by 25% in Q1 2026, selling an estimated $162K and leaving 2,798 shares worth $473K. The position accounts for 0.04% of the portfolio, ranked #160.

SHP Wealth Management first reported a position in NUE in Q4 2025 and has held it in 2 quarters since. The position peaked at $608K in Q4 2025. 1,375 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • SHP Wealth Management held 2,798 shares of Nucor worth $473K as of Q1 2026.
  • SHP Wealth Management sold 931 Nucor shares in Q1 2026, an estimated $162K.
  • Nucor made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #160 holding.
  • SHP Wealth Management first reported a position in Nucor in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Nucor position peaked at $608K in Q4 2025.
  • 1,375 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.