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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
Q2 		$272K Sell
1,200
-497
-29% -$112K 0.03% 285
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
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

Symphony Financial's NUE Position: Q2 2026 in Review

Symphony Financial reduced its Nucor (NUE) stake by 29% in Q2 2026, selling an estimated $112K and leaving 1,200 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #285.

Symphony Financial first reported a position in NUE in Q3 2021 and has held it in 6 quarters since. The position peaked at $636K in Q3 2021. 1,549 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Symphony Financial held 1,200 shares of Nucor worth $272K as of Q2 2026.
  • Symphony Financial sold 497 Nucor shares in Q2 2026, an estimated $112K.
  • Nucor made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #285 holding.
  • Symphony Financial first reported a position in Nucor in Q3 2021 and has held it in 6 quarters since.
  • Symphony Financial's Nucor position peaked at $636K in Q3 2021.
  • 1,549 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.