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
2019 Q2	–	Sell	-2,000	Closed	-$1K	–	2138
2019 Q1	$1K	Buy	+2,000	New	+$42.5K	﹤0.01%	1973
2015 Q2	–	Sell	-2,500	Closed	-$18K	–	3047
2015 Q1	$18K	Buy	+2,500	New	+$59.3K	﹤0.01%	2806
2014 Q4	–	Sell	-500	Closed	-$1K	–	4375
2014 Q3	$1K	Buy	+500	New	+$17.5K	﹤0.01%	3875

Other funds holding X

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

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.