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Symphony Financial’s Nucor NUE Stock Holding History

Symphony Financial’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 		$283K Sell
1,697
-563
-25% -$98.1K 0.04% 243
2025
Q4 		$372K Sell
2,260
-193
-8% -$29K 0.05% 201
2025
Q3 		$331K Sell
2,453
-648
-21% -$91.7K 0.04% 205
2025
Q2 		$403K Buy
+3,101
New +$362K 0.05% 174
2021
Q4 		– Sell
-6,375
Closed -$636K – 185
2021
Q3 		$636K Buy
+6,375
New +$678K 0.22% 80

Other funds holding NUE

State Farm Mutual Automobile Insurance
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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

Symphony Financial's NUE Position: Q1 2026 in Review

Symphony Financial reduced its Nucor (NUE) stake by 25% in Q1 2026, selling an estimated $98.1K and leaving 1,697 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #243.

Symphony Financial first reported a position in NUE in Q3 2021 and has held it in 5 quarters since. The position peaked at $636K in Q3 2021. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Symphony Financial held 1,697 shares of Nucor worth $283K as of Q1 2026.
  • Symphony Financial sold 563 Nucor shares in Q1 2026, an estimated $98.1K.
  • Nucor made up 0.04% of Symphony Financial's portfolio in Q1 2026, its #243 holding.
  • Symphony Financial first reported a position in Nucor in Q3 2021 and has held it in 5 quarters since.
  • Symphony Financial's Nucor position peaked at $636K in Q3 2021.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.