Dana Investment Advisors’s US Steel X Stock Holding History

Dana Investment Advisors’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	-90,390	Closed	-$3.82M	–	561
2025 Q1	$3.82M	Sell	90,390 -30,716	-25%	-$1.16M	0.14%	186
2024 Q4	$4.12M	Sell	121,106 -5,117	-4%	-$189K	0.14%	186
2024 Q3	$4.46M	Buy	126,223 +25,570	+25%	+$974K	0.15%	181
2024 Q2	$3.8M	Sell	100,653 -2,626	-3%	-$100K	0.13%	195
2024 Q1	$4.21M	Buy	+103,279	New	+$4.73M	0.14%	186

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

Dana Investment Advisors's X Position: Q2 2025 in Review

Dana Investment Advisors sold out of US Steel (X) in Q2 2025, closing a stake of 90,390 shares — an estimated $3.82M sold.

Dana Investment Advisors first reported a position in X in Q1 2024 and held it in 5 quarters. The position peaked at $4.46M in Q3 2024. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Dana Investment Advisors reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Dana Investment Advisors sold 90,390 US Steel shares in Q2 2025, an estimated $3.82M.
Dana Investment Advisors first reported a position in US Steel in Q1 2024 and held it in 5 quarters.
Dana Investment Advisors's US Steel position peaked at $4.46M in Q3 2024.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Dana Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.