Belpointe Asset Management’s US Steel X Stock Holding History

Belpointe Asset Management’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	-5,605	Closed	-$237K	–	1034
2025 Q1	$237K	Sell	5,605 -511	-8%	-$19.3K	0.01%	796
2024 Q4	$232K	Sell	6,116 -385	-6%	-$14.2K	0.01%	756
2024 Q3	$230K	Buy	6,501 +672	+12%	+$25.6K	0.01%	756
2024 Q2	$220K	Buy	+5,829	New	+$222K	0.02%	695
2023 Q2	–	Sell	-1,962	Closed	-$51.2K	–	3403
2023 Q1	$51.2K	Buy	1,962 +819	+72%	+$22.8K	﹤0.01%	1682
2022 Q4	$28.6K	Buy	+1,143	New	+$26.4K	﹤0.01%	1937

Other funds holding X

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

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

Belpointe Asset Management's X Position: Q2 2025 in Review

Belpointe Asset Management sold out of US Steel (X) in Q2 2025, closing a stake of 5,605 shares — an estimated $237K sold.

Belpointe Asset Management first reported a position in X in Q4 2022 and held it in 6 quarters. The position peaked at $237K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Belpointe Asset Management reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Belpointe Asset Management sold 5,605 US Steel shares in Q2 2025, an estimated $237K.
Belpointe Asset Management first reported a position in US Steel in Q4 2022 and held it in 6 quarters.
Belpointe Asset Management's US Steel position peaked at $237K in Q1 2025.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.