Coldstream Capital Management’s US Steel X Stock Holding History

Coldstream Capital 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	–	Sell	-5,394	Closed	-$228K	–	3395
2025 Q1	$228K	Buy	+5,394	New	+$204K	﹤0.01%	941
2024 Q2	–	Sell	-4,927	Closed	-$201K	–	1047
2024 Q1	$201K	Buy	4,927 +37	+0.8%	+$1.69K	0.01%	961
2023 Q4	$238K	Buy	+4,890	New	+$178K	0.01%	811
2022 Q2	–	Sell	-5,579	Closed	-$211K	–	856
2022 Q1	$211K	Buy	+5,579	New	+$151K	0.01%	730

Other funds holding X

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Coldstream Capital Management's X Position: Q2 2025 in Review

Coldstream Capital Management sold out of US Steel (X) in Q2 2025, closing a stake of 5,394 shares — an estimated $228K sold.

Coldstream Capital Management first reported a position in X in Q1 2022 and held it in 4 quarters. The position peaked at $238K in Q4 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Coldstream Capital Management reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 5,394 US Steel shares in Q2 2025, an estimated $228K.
Coldstream Capital Management first reported a position in US Steel in Q1 2022 and held it in 4 quarters.
Coldstream Capital Management's US Steel position peaked at $238K in Q4 2023.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.