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
2020
Q4 		– Sell
-250,000
Closed -$1.83M – 1777
2020
Q3 		$1.83M Buy
+250,000
New +$1.89M 0.01% 839
2019
Q4 		– Sell
-100,000
Closed -$1.16M – 1467
2019
Q3 		$1.16M Hold
100,000
– – 0.01% 888
2019
Q2 		$1.53M Hold
100,000
– – 0.01% 817
2019
Q1 		$1.95M Buy
+100,000
New +$2.13M 0.02% 612
2018
Q4 		– Sell
-60,700
Closed -$1.85M – 1378
2018
Q3 		$1.85M Sell
60,700
-28,400
-32% -$916K 0.02% 454
2018
Q2 		$3.1M Buy
+89,100
New +$3.19M 0.05% 208
2017
Q2 		– Sell
-7,200
Closed -$243K – 972
2017
Q1 		$243K Buy
+7,200
New +$256K 0.01% 754
2014
Q4 		– Sell
-45,000
Closed -$1.76M – 429
2014
Q3 		$1.76M Hold
45,000
– – 0.02% 300
2014
Q2 		$1.17M Buy
+45,000
New +$1.15M 0.02% 301
2014
Q1 		– Sell
-50,000
Closed -$1.48M – 549
2013
Q4 		$1.48M Hold
50,000
– – 0.02% 369
2013
Q3 		$1.03M Hold
50,000
– – 0.01% 418
2013
Q2 		$876K Buy
+50,000
New +$884K 0.01% 361

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $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

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.