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	–	1779
2020 Q3	$1.83M	Buy	+250,000	New	+$1.89M	0.01%	840
2019 Q4	–	Sell	-100,000	Closed	-$1.16M	–	1469
2019 Q3	$1.16M	Hold	100,000	–	–	0.01%	890
2019 Q2	$1.53M	Hold	100,000	–	–	0.01%	818
2019 Q1	$1.95M	Buy	100,000 +70,000	+233%	+$1.49M	0.02%	613
2018 Q4	$547K	Sell	30,000 -50,000	-63%	-$1.25M	0.01%	794
2018 Q3	$2.44M	Sell	80,000 -52,100	-39%	-$1.68M	0.03%	390
2018 Q2	$4.59M	Buy	+132,100	New	+$4.72M	0.07%	166
2017 Q3	–	Sell	-65,000	Closed	-$1.44M	–	761
2017 Q2	$1.44M	Sell	65,000 -833,300	-93%	-$19.8M	0.04%	286
2017 Q1	$30.4M	Buy	+898,300	New	+$31.9M	0.76%	30

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

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.