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
2017
Q2 		– Sell
-500
Closed -$2K – 4859
2017
Q1 		$2K Sell
500
-1,500
-75% -$53.3K ﹤0.01% 4326
2016
Q4 		$5K Buy
+2,000
New +$53.5K ﹤0.01% 3980

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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.