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Summit Trail Advisors’s Nucor NUE Stock Holding History

Summit Trail 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 		$1.46M Sell
6,543
-1,115
-15% -$252K 0.02% 807
2026
Q1 		$1.29M Buy
7,658
+1,784
+30% +$311K 0.02% 808
2025
Q4 		$961K Buy
5,874
+82
+1% +$12.3K 0.02% 836
2025
Q3 		$788K Buy
5,792
+3,853
+199% +$545K 0.01% 942
2025
Q2 		$252K Buy
+1,939
New +$227K ﹤0.01% 982
2024
Q4 		– Sell
-1,342
Closed -$203K – 640
2024
Q3 		$203K Buy
+1,342
New +$202K 0.01% 673
2024
Q2 		– Sell
-1,149
Closed -$228K – 650
2024
Q1 		$228K Buy
+1,149
New +$210K 0.01% 535
2018
Q2 		– Sell
-16,555
Closed -$654K – 610
2018
Q1 		$654K Buy
16,555
+2,779
+20% +$184K 0.11% 177
2017
Q4 		$932K Buy
+13,776
New +$806K 0.12% 160

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Trail Advisors's NUE Position: Q2 2026 in Review

Summit Trail Advisors reduced its Nucor (NUE) stake by 15% in Q2 2026, selling an estimated $252K and leaving 6,543 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #807.

Summit Trail Advisors first reported a position in NUE in Q4 2017 and has held it in 9 quarters since. 1,549 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Summit Trail Advisors held 6,543 shares of Nucor worth $1.46M as of Q2 2026.
  • Summit Trail Advisors sold 1,115 Nucor shares in Q2 2026, an estimated $252K.
  • Nucor made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #807 holding.
  • Summit Trail Advisors first reported a position in Nucor in Q4 2017 and has held it in 9 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.