Capital A Wealth Management’s US Steel X Stock Holding History

Capital A Wealth 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	$12.9K	Sell	266 -278	-51%	-$12.7K	0.14%	174
2025 Q1	$23K	Buy	544 +1	+0.2%	+$38	0.02%	213
2024 Q4	$18.5K	Buy	+543	New	+$20K	0.03%	241

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

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

Capital A Wealth Management's X Position: Q2 2025 in Review

Capital A Wealth Management reduced its US Steel (X) stake by 51% in Q2 2025, selling an estimated $12.7K and leaving 266 shares worth $12.9K. The position accounts for 0.14% of the portfolio, ranked #174.

Capital A Wealth Management first reported a position in X in Q4 2024 and has held it in 3 quarters since. The position peaked at $23K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Capital A Wealth Management held 266 shares of US Steel worth $12.9K as of Q2 2025.
Capital A Wealth Management sold 278 US Steel shares in Q2 2025, an estimated $12.7K.
US Steel made up 0.14% of Capital A Wealth Management's portfolio in Q2 2025, its #174 holding.
Capital A Wealth Management first reported a position in US Steel in Q4 2024 and has held it in 3 quarters since.
Capital A Wealth Management's US Steel position peaked at $23K in Q1 2025.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.