EWA
X

EverSource Wealth Advisors’s US Steel X Stock Holding History

EverSource Wealth 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
-190
Closed -$8.03K – 4366
2025
Q1 		$8.03K Sell
190
-136
-42% -$5.15K ﹤0.01% 2236
2024
Q4 		$11.1K Sell
326
-23
-7% -$849 ﹤0.01% 1934
2024
Q3 		$12.3K Sell
349
-13
-4% -$495 ﹤0.01% 1748
2024
Q2 		$14.9K Buy
362
+56
+18% +$2.14K ﹤0.01% 1658
2024
Q1 		$11.2K Buy
306
+4
+1% +$183 ﹤0.01% 1633
2023
Q4 		$14.7K Buy
302
+31
+11% +$1.13K ﹤0.01% 1393
2023
Q3 		$8.8K Sell
271
-684
-72% -$19.2K ﹤0.01% 1471
2023
Q2 		$23.9K Buy
955
+198
+26% +$4.61K ﹤0.01% 1080
2023
Q1 		$19.8K Buy
+757
New +$21K ﹤0.01% 1084

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

EverSource Wealth Advisors's X Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of US Steel (X) in Q2 2025, closing a stake of 190 shares — an estimated $8.03K sold.

EverSource Wealth Advisors first reported a position in X in Q1 2023 and held it in 9 quarters. The position peaked at $23.9K in Q2 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 190 US Steel shares in Q2 2025, an estimated $8.03K.
  • EverSource Wealth Advisors first reported a position in US Steel in Q1 2023 and held it in 9 quarters.
  • EverSource Wealth Advisors's US Steel position peaked at $23.9K in Q2 2023.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.