Zhang Financial’s Nucor NUE Stock Holding History

Zhang 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	$859K	Hold	5,081	–	–	0.03%	198
2025 Q4	$829K	Sell	5,081 -36	-0.7%	-$5.41K	0.03%	191
2025 Q3	$693K	Hold	5,117	–	–	0.03%	195
2025 Q2	$663K	Sell	5,117 -71	-1%	-$8.3K	0.03%	186
2025 Q1	$624K	Sell	5,188 -96	-2%	-$12.4K	0.03%	193
2024 Q4	$617K	Buy	5,284 +99	+2%	+$14.2K	0.04%	186
2024 Q3	$780K	Hold	5,185	–	–	0.05%	168
2024 Q2	$820K	Hold	5,185	–	–	0.06%	152
2024 Q1	$1.03M	Hold	5,185	–	–	0.08%	141
2023 Q4	$902K	Buy	5,185 +14	+0.3%	+$2.22K	0.08%	134
2023 Q3	$808K	Sell	5,171 -2	-0%	-$331	0.08%	126
2023 Q2	$848K	Hold	5,173	–	–	0.09%	128
2023 Q1	$799K	Buy	5,173 +57	+1%	+$9.07K	0.09%	123
2022 Q4	$674K	Sell	5,116 -9	-0.2%	-$1.22K	0.09%	124
2022 Q3	$548K	Hold	5,125	–	–	0.08%	126
2022 Q2	$535K	Hold	5,125	–	–	0.09%	126
2022 Q1	$762K	Buy	5,125 +26	+0.5%	+$3.19K	0.13%	103
2021 Q4	$582K	Buy	+5,099	New	+$557K	0.1%	109

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

Zhang Financial's NUE Position: Q1 2026 in Review

Zhang Financial held its Nucor (NUE) position steady in Q1 2026 at 5,081 shares worth $859K. The position accounts for 0.03% of the portfolio, ranked #198.

Zhang Financial first reported a position in NUE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.03M in Q1 2024. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Zhang Financial held 5,081 shares of Nucor worth $859K as of Q1 2026.
Zhang Financial left its Nucor share count unchanged in Q1 2026.
Nucor made up 0.03% of Zhang Financial's portfolio in Q1 2026, its #198 holding.
Zhang Financial first reported a position in Nucor in Q4 2021 and has held it in 18 quarters since.
Zhang Financial's Nucor position peaked at $1.03M in Q1 2024.
1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.