CMP
X

Coston McIsaac & Partners’s US Steel X Stock Holding History

Coston McIsaac & 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
-363
Closed -$15K – 846
2025
Q1 		$15K Hold
363
– – ﹤0.01% 448
2024
Q4 		$12K Buy
363
+1
+0.3% +$37 ﹤0.01% 465
2024
Q3 		$12 Hold
362
– – ﹤0.01% 469
2024
Q2 		$13K Buy
362
+1
+0.3% +$38 ﹤0.01% 437
2024
Q1 		$14K Hold
361
– – ﹤0.01% 440
2023
Q4 		$17K Buy
361
+1
+0.3% +$36 0.01% 405
2023
Q3 		$11K Hold
360
– – ﹤0.01% 462
2023
Q2 		$9K Buy
360
+1
+0.3% +$23 ﹤0.01% 522
2023
Q1 		$9K Buy
359
+1
+0.3% +$28 ﹤0.01% 509
2022
Q4 		$8 Buy
358
+1
+0.3% +$23 ﹤0.01% 533
2022
Q3 		$6K Hold
357
– – ﹤0.01% 491
2022
Q2 		$6K Buy
+357
New +$9.76K ﹤0.01% 334

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

Coston McIsaac & Partners's X Position: Q2 2025 in Review

Coston McIsaac & Partners sold out of US Steel (X) in Q2 2025, closing a stake of 363 shares — an estimated $15K sold.

Coston McIsaac & Partners first reported a position in X in Q2 2022 and held it in 12 quarters. The position peaked at $17K in Q4 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Coston McIsaac & Partners reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Coston McIsaac & Partners sold 363 US Steel shares in Q2 2025, an estimated $15K.
  • Coston McIsaac & Partners first reported a position in US Steel in Q2 2022 and held it in 12 quarters.
  • Coston McIsaac & Partners's US Steel position peaked at $17K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Coston McIsaac & Partners's 13F filing for Q2 2025, filed 12 Aug 2025.