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Waverly Advisors’s Nucor NUE Stock Holding History

Waverly 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 		$15M Sell
67,411
-10,405
-13% -$2.35M 0.09% 217
2026
Q1 		$13.2M Sell
77,816
-828
-1% -$144K 0.1% 209
2025
Q4 		$12.8M Sell
78,644
-312
-0.4% -$46.9K 0.1% 192
2025
Q3 		$10.7M Sell
78,956
-136
-0.2% -$19.3K 0.11% 191
2025
Q2 		$10.2M Buy
79,092
+7,914
+11% +$925K 0.11% 187
2025
Q1 		$8.57M Buy
71,178
+5,413
+8% +$697K 0.1% 201
2024
Q4 		$7.68M Buy
65,765
+363
+0.6% +$52.2K 0.12% 170
2024
Q3 		$9.83M Buy
65,402
+8,191
+14% +$1.23M 0.18% 120
2024
Q2 		$9.04M Buy
+57,211
New +$9.94M 0.18% 121
2014
Q4 		– Sell
-7,948
Closed -$431K – 594
2014
Q3 		$431K Hold
7,948
– – 0.23% 52
2014
Q2 		$391K Hold
7,948
– – 0.16% 70
2014
Q1 		$402K Sell
7,948
-3,000
-27% -$151K 0.18% 64
2013
Q4 		$584K Buy
10,948
+7,948
+265% +$410K 0.21% 53
2013
Q3 		$147K Buy
+3,000
New +$141K 0.08% 119

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 $3.37T AUM 44.26% 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

Waverly Advisors's NUE Position: Q2 2026 in Review

Waverly Advisors reduced its Nucor (NUE) stake by 13% in Q2 2026, selling an estimated $2.35M and leaving 67,411 shares worth $15M. The position accounts for 0.09% of the portfolio, ranked #217.

Waverly Advisors first reported a position in NUE in Q3 2013 and has held it in 14 quarters since. 1,541 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Waverly Advisors held 67,411 shares of Nucor worth $15M as of Q2 2026.
  • Waverly Advisors sold 10,405 Nucor shares in Q2 2026, an estimated $2.35M.
  • Nucor made up 0.09% of Waverly Advisors's portfolio in Q2 2026, its #217 holding.
  • Waverly Advisors first reported a position in Nucor in Q3 2013 and has held it in 14 quarters since.
  • 1,541 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.