Cerity Partners
X

Cerity Partners’s US Steel X Stock Holding History

Cerity Partners’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
-9,638
Closed -$407K – 2771
2025
Q1 		$407K Sell
9,638
-1,167
-11% -$44.2K ﹤0.01% 1879
2024
Q4 		$379K Sell
10,805
-1,808
-14% -$66.7K ﹤0.01% 1918
2024
Q3 		$446K Buy
12,613
+3,344
+36% +$127K ﹤0.01% 1834
2024
Q2 		$350K Sell
9,269
-3,296
-26% -$126K ﹤0.01% 1732
2024
Q1 		$512K Buy
+12,565
New +$575K ﹤0.01% 1587

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

Cerity Partners's X Position: Q2 2025 in Review

Cerity Partners sold out of US Steel (X) in Q2 2025, closing a stake of 9,638 shares — an estimated $407K sold.

Cerity Partners first reported a position in X in Q1 2024 and held it in 5 quarters. The position peaked at $512K in Q1 2024. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Cerity Partners reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Cerity Partners sold 9,638 US Steel shares in Q2 2025, an estimated $407K.
  • Cerity Partners first reported a position in US Steel in Q1 2024 and held it in 5 quarters.
  • Cerity Partners's US Steel position peaked at $512K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Cerity Partners's 13F filing for Q2 2025, filed 13 Aug 2025.