Corient Private Wealth
X

Corient Private Wealth’s US Steel X Stock Holding History

Corient Private Wealth’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
-35,418
Closed -$1.5M – 2549
2025
Q1 		$1.5M Sell
35,418
-521
-1% -$19.7K ﹤0.01% 1091
2024
Q4 		$1.22M Buy
35,939
+6,707
+23% +$248K ﹤0.01% 1227
2024
Q3 		$1.03M Sell
29,232
-340
-1% -$12.9K ﹤0.01% 1390
2024
Q2 		$1.12M Buy
29,572
+1,445
+5% +$55.1K ﹤0.01% 1282
2024
Q1 		$1.15M Buy
28,127
+185
+0.7% +$8.46K ﹤0.01% 1265
2023
Q4 		$1.36M Sell
27,942
-2,483
-8% -$90.3K ﹤0.01% 1170
2023
Q3 		$988K Buy
30,425
+1,573
+5% +$44.1K ﹤0.01% 1188
2023
Q2 		$722K Buy
28,852
+1,964
+7% +$45.7K ﹤0.01% 1278
2023
Q1 		$702K Buy
26,888
+2,659
+11% +$73.9K ﹤0.01% 1230
2022
Q4 		$607K Buy
+24,229
New +$559K ﹤0.01% 1081

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Corient Private Wealth's X Position: Q2 2025 in Review

Corient Private Wealth sold out of US Steel (X) in Q2 2025, closing a stake of 35,418 shares — an estimated $1.5M sold.

Corient Private Wealth first reported a position in X in Q4 2022 and held it in 10 quarters. The position peaked at $1.5M in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Corient Private Wealth reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Corient Private Wealth sold 35,418 US Steel shares in Q2 2025, an estimated $1.5M.
  • Corient Private Wealth first reported a position in US Steel in Q4 2022 and held it in 10 quarters.
  • Corient Private Wealth's US Steel position peaked at $1.5M in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Corient Private Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.