Creative Planning
X

Creative Planning’s US Steel X Stock Holding History

Creative Planning’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
-24,849
Closed -$1.05M – 3805
2025
Q1 		$1.05M Buy
24,849
+7,193
+41% +$272K ﹤0.01% 1680
2024
Q4 		$600K Sell
17,656
-684
-4% -$25.2K ﹤0.01% 2059
2024
Q3 		$648K Buy
18,340
+360
+2% +$13.7K ﹤0.01% 1884
2024
Q2 		$680K Buy
17,980
+556
+3% +$21.2K ﹤0.01% 1702
2024
Q1 		$711K Buy
17,424
+658
+4% +$30.1K ﹤0.01% 1585
2023
Q4 		$816K Sell
16,766
-3,876
-19% -$141K ﹤0.01% 1353
2023
Q3 		$670K Buy
20,642
+3,003
+17% +$84.2K ﹤0.01% 1373
2023
Q2 		$441K Buy
17,639
+1,218
+7% +$28.3K ﹤0.01% 1643
2023
Q1 		$429K Buy
16,421
+2,341
+17% +$65K ﹤0.01% 1568
2022
Q4 		$353K Sell
14,080
-7,687
-35% -$177K ﹤0.01% 1622
2022
Q3 		$394K Buy
21,767
+9,449
+77% +$202K ﹤0.01% 1481
2022
Q2 		$221K Sell
12,318
-19,500
-61% -$533K ﹤0.01% 1821
2022
Q1 		$1.2M Sell
31,818
-18,185
-36% -$492K ﹤0.01% 907
2021
Q4 		$1.19M Buy
50,003
+14,569
+41% +$343K ﹤0.01% 878
2021
Q3 		$778K Sell
35,434
-95,005
-73% -$2.38M ﹤0.01% 1069
2021
Q2 		$3.13M Buy
130,439
+76,416
+141% +$1.88M 0.01% 532
2021
Q1 		$1.41M Buy
54,023
+7,238
+15% +$143K ﹤0.01% 869
2020
Q4 		$785K Sell
46,785
-34,929
-43% -$434K ﹤0.01% 1067
2020
Q3 		$600K Sell
81,714
-13,698
-14% -$104K ﹤0.01% 1045
2020
Q2 		$689K Sell
95,412
-69,346
-42% -$541K ﹤0.01% 893
2020
Q1 		$1.04M Sell
164,758
-145,364
-47% -$1.22M ﹤0.01% 631
2019
Q4 		$3.54M Sell
310,122
-4,589
-1% -$57K 0.01% 365
2019
Q3 		$3.63M Sell
314,711
-181,242
-37% -$2.33M 0.01% 351
2019
Q2 		$7.59M Buy
495,953
+172,623
+53% +$2.66M 0.03% 223
2019
Q1 		$6.3M Sell
323,330
-53,526
-14% -$1.14M 0.02% 231
2018
Q4 		$6.87M Sell
376,856
-14,798
-4% -$370K 0.03% 196
2018
Q3 		$11.9M Buy
391,654
+39,906
+11% +$1.29M 0.04% 143
2018
Q2 		$12.2M Sell
351,748
-82,826
-19% -$2.96M 0.05% 135
2018
Q1 		$15.3M Buy
434,574
+121,678
+39% +$4.79M 0.06% 111
2017
Q4 		$11M Sell
312,896
-129,911
-29% -$3.78M 0.05% 138
2017
Q3 		$11.4M Buy
442,807
+3,265
+0.7% +$79.9K 0.05% 131
2017
Q2 		$9.73M Buy
439,542
+117,668
+37% +$2.79M 0.05% 141
2017
Q1 		$10.9M Buy
321,874
+44,647
+16% +$1.59M 0.06% 119
2016
Q4 		$9.15M Buy
277,227
+70,135
+34% +$1.87M 0.06% 137
2016
Q3 		$3.91M Sell
207,092
-309,008
-60% -$6.38M 0.02% 234
2016
Q2 		$8.7M Buy
516,100
+125,908
+32% +$2.12M 0.06% 115
2016
Q1 		$6.26M Buy
390,192
+173,771
+80% +$1.73M 0.05% 138
2015
Q4 		$1.73M Buy
216,421
+143,065
+195% +$1.41M 0.01% 348
2015
Q3 		$764K Sell
73,356
-406,441
-85% -$6.8M 0.01% 569
2015
Q2 		$9.89M Buy
479,797
+447,238
+1,374% +$11M 0.09% 100
2015
Q1 		$794K Buy
32,559
+13,420
+70% +$318K 0.01% 544
2014
Q4 		$512K Sell
19,139
-179,242
-90% -$5.98M 0.01% 683
2014
Q3 		$7.77M Sell
198,381
-161
-0.1% -$5.64K 0.09% 100
2014
Q2 		$5.17M Buy
198,542
+191,134
+2,580% +$4.88M 0.07% 120
2014
Q1 		$205K Buy
7,408
+1,000
+16% +$26.2K ﹤0.01% 987
2013
Q4 		$189K Buy
6,408
+900
+16% +$23.2K ﹤0.01% 887
2013
Q3 		$113K Sell
5,508
-1,802
-25% -$33.9K ﹤0.01% 1049
2013
Q2 		$128K Buy
+7,310
New +$129K ﹤0.01% 861

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

Creative Planning's X Position: Q2 2025 in Review

Creative Planning sold out of US Steel (X) in Q2 2025, closing a stake of 24,849 shares — an estimated $1.05M sold.

Creative Planning first reported a position in X in Q2 2013 and held it in 48 quarters. The position peaked at $15.3M in Q1 2018. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Creative Planning reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Creative Planning sold 24,849 US Steel shares in Q2 2025, an estimated $1.05M.
  • Creative Planning first reported a position in US Steel in Q2 2013 and held it in 48 quarters.
  • Creative Planning's US Steel position peaked at $15.3M in Q1 2018.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.