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Bell Investment Advisors’s US Steel X Stock Holding History

Bell Investment Advisors’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-118
Closed -$4.99K – 1984
2025
Q1 		$4.99K Buy
118
+32
+37% +$1.21K ﹤0.01% 911
2024
Q4 		$2.92K Sell
86
-80
-48% -$2.95K ﹤0.01% 1178
2024
Q3 		$5.87K Sell
166
-15
-8% -$571 ﹤0.01% 852
2024
Q2 		$6.84K Hold
181
– – ﹤0.01% 769
2024
Q1 		$7.38K Hold
181
– – ﹤0.01% 715
2023
Q4 		$8.81K Buy
181
+15
+9% +$545 ﹤0.01% 610
2023
Q3 		$5.39K Buy
166
+66
+66% +$1.85K ﹤0.01% 766
2023
Q2 		$2.5K Buy
100
+23
+30% +$535 ﹤0.01% 1185
2023
Q1 		$2.01K Hold
77
– – ﹤0.01% 1262
2022
Q4 		$1.93K Sell
77
-27
-26% -$623 ﹤0.01% 1313
2022
Q3 		$2K Buy
104
+52
+100% +$1.11K ﹤0.01% 1252
2022
Q2 		$1K Buy
+52
New +$1.42K ﹤0.01% 1664
2021
Q4 		$1K Sell
21
-43
-67% -$1.01K ﹤0.01% 1666
2021
Q3 		$1K Buy
+64
New +$1.6K ﹤0.01% 1620

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bell Investment Advisors's X Position: Q2 2025 in Review

Bell Investment Advisors sold out of US Steel (X) in Q2 2025, closing a stake of 118 shares — an estimated $4.99K sold.

Bell Investment Advisors first reported a position in X in Q3 2021 and held it in 14 quarters. The position peaked at $8.81K in Q4 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Bell Investment Advisors reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 118 US Steel shares in Q2 2025, an estimated $4.99K.
  • Bell Investment Advisors first reported a position in US Steel in Q3 2021 and held it in 14 quarters.
  • Bell Investment Advisors's US Steel position peaked at $8.81K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.