Capstone Investment Advisors
X

Capstone Investment Advisors’s US Steel X Stock Holding History

Capstone 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
-425,000
Closed -$18M – 1757
2025
Q1 		$18M Buy
+425,000
New +$16.1M 0.05% 189
2021
Q4 		– Sell
-14,718
Closed -$323K – 2104
2021
Q3 		$323K Buy
+14,718
New +$368K ﹤0.01% 1633
2020
Q4 		– Sell
-11,233
Closed -$82K – 1778
2020
Q3 		$82K Buy
+11,233
New +$85.1K ﹤0.01% 1345
2019
Q4 		– Sell
-100,004
Closed -$1.16M – 1468
2019
Q3 		$1.16M Buy
100,004
+8,434
+9% +$109K 0.01% 889
2019
Q2 		$1.4M Buy
91,570
+58,570
+177% +$902K 0.01% 839
2019
Q1 		$643K Buy
33,000
+3,000
+10% +$63.8K 0.01% 941
2018
Q4 		$547K Sell
30,000
-37,522
-56% -$939K 0.01% 793
2018
Q3 		$2.06M Buy
67,522
+23,630
+54% +$762K 0.02% 435
2018
Q2 		$1.52M Buy
+43,892
New +$1.57M 0.02% 319
2017
Q3 		– Sell
-2,736
Closed -$60K – 760
2017
Q2 		$60K Sell
2,736
-124,313
-98% -$2.95M ﹤0.01% 604
2017
Q1 		$4.29M Buy
+127,049
New +$4.52M 0.11% 159

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $20.6B AUM 34.61% 1-Year Est. Return

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

Capstone Investment Advisors sold out of US Steel (X) in Q2 2025, closing a stake of 425,000 shares — an estimated $18M sold.

Capstone Investment Advisors first reported a position in X in Q1 2017 and held it in 11 quarters. The position peaked at $18M in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Capstone Investment Advisors reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 425,000 US Steel shares in Q2 2025, an estimated $18M.
  • Capstone Investment Advisors first reported a position in US Steel in Q1 2017 and held it in 11 quarters.
  • Capstone Investment Advisors's US Steel position peaked at $18M in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Capstone Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.