Westmount Partners’s Nucor NUE Stock Holding History

Westmount Partners’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	$495K	Sell	2,223 -708	-24%	-$160K	0.11%	153
2026 Q1	$496K	Buy	2,931 +2	+0.1%	+$349	0.12%	147
2025 Q4	$478K	Hold	2,929	–	–	0.12%	137
2025 Q3	$397K	Hold	2,929	–	–	0.1%	158
2025 Q2	$379K	Buy	+2,929	New	+$342K	0.1%	156
2024 Q4	–	Sell	-1,513	Closed	-$227K	–	227
2024 Q3	$227K	Buy	+1,513	New	+$228K	0.07%	204

Other funds holding NUE

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return