Sound Financial Strategies Group’s Nucor NUE Stock Holding History

Sound Financial Strategies Group’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	$266K	Sell	1,572 -2,622	-63%	-$457K	0.18%	88
2025 Q4	$684K	Buy	+4,194	New	+$630K	0.48%	57
2024 Q4	–	Sell	-4,252	Closed	-$639K	–	99
2024 Q3	$639K	Buy	4,252 +474	+13%	+$71.3K	0.51%	62
2024 Q2	$597K	Buy	+3,778	New	+$656K	0.52%	59
2023 Q1	–	Sell	-7,825	Closed	-$1.03M	–	76
2022 Q4	$1.03M	Buy	+7,825	New	+$1.06M	0.75%	34
2022 Q2	–	Sell	-11,042	Closed	-$1.64M	–	64
2022 Q1	$1.64M	Sell	11,042 -2,275	-17%	-$279K	0.91%	17
2021 Q4	$1.52M	Sell	13,317 -282	-2%	-$30.8K	0.76%	13
2021 Q3	$1.34M	Buy	13,599 +53	+0.4%	+$5.63K	0.67%	14
2021 Q2	$1.3M	Buy	13,546 +5,737	+73%	+$537K	0.65%	13
2021 Q1	$627K	Buy	+7,809	New	+$473K	0.32%	32

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sound Financial Strategies Group's NUE Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Nucor (NUE) stake by 63% in Q1 2026, selling an estimated $457K and leaving 1,572 shares worth $266K. The position accounts for 0.18% of the portfolio, ranked #88.

Sound Financial Strategies Group first reported a position in NUE in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.64M in Q1 2022. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Sound Financial Strategies Group held 1,572 shares of Nucor worth $266K as of Q1 2026.
Sound Financial Strategies Group sold 2,622 Nucor shares in Q1 2026, an estimated $457K.
Nucor made up 0.18% of Sound Financial Strategies Group's portfolio in Q1 2026, its #88 holding.
Sound Financial Strategies Group first reported a position in Nucor in Q1 2021 and has held it in 10 quarters since.
Sound Financial Strategies Group's Nucor position peaked at $1.64M in Q1 2022.
1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.