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 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 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

Waverly Advisors's NUE Position: Q1 2026 in Review

Waverly Advisors reduced its Nucor (NUE) stake by 1.1% in Q1 2026, selling an estimated $144K and leaving 77,816 shares worth $13.2M. The position accounts for 0.1% of the portfolio, ranked #209.

Waverly Advisors first reported a position in NUE in Q3 2013 and has held it in 13 quarters since. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Waverly Advisors held 77,816 shares of Nucor worth $13.2M as of Q1 2026.
Waverly Advisors sold 828 Nucor shares in Q1 2026, an estimated $144K.
Nucor made up 0.1% of Waverly Advisors's portfolio in Q1 2026, its #209 holding.
Waverly Advisors first reported a position in Nucor in Q3 2013 and has held it in 13 quarters since.
1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.