Stiles Financial Services’s Nucor NUE Stock Holding History

Stiles Financial Services’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	$621K	Sell	3,673 -1,452	-28%	-$253K	0.19%	107
2025 Q4	$836K	Sell	5,125 -4	-0.1%	-$601	0.26%	90
2025 Q3	$695K	Sell	5,129 -164	-3%	-$23.2K	0.22%	99
2025 Q2	$686K	Buy	5,293 +45	+0.9%	+$5.26K	0.24%	96
2025 Q1	$632K	Buy	5,248 +872	+20%	+$112K	0.24%	102
2024 Q4	$511K	Buy	4,376 +721	+20%	+$104K	0.18%	116
2024 Q3	$550K	Buy	3,655 +1,358	+59%	+$204K	0.19%	106
2024 Q2	$363K	Buy	2,297 +966	+73%	+$168K	0.14%	125
2024 Q1	$263K	Buy	+1,331	New	+$243K	0.11%	158

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

Stiles Financial Services's NUE Position: Q1 2026 in Review

Stiles Financial Services reduced its Nucor (NUE) stake by 28% in Q1 2026, selling an estimated $253K and leaving 3,673 shares worth $621K. The position accounts for 0.19% of the portfolio, ranked #107.

Stiles Financial Services first reported a position in NUE in Q1 2024 and has held it in 9 quarters since. The position peaked at $836K in Q4 2025. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Stiles Financial Services held 3,673 shares of Nucor worth $621K as of Q1 2026.
Stiles Financial Services sold 1,452 Nucor shares in Q1 2026, an estimated $253K.
Nucor made up 0.19% of Stiles Financial Services's portfolio in Q1 2026, its #107 holding.
Stiles Financial Services first reported a position in Nucor in Q1 2024 and has held it in 9 quarters since.
Stiles Financial Services's Nucor position peaked at $836K in Q4 2025.
1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.