Focus Partners Wealth
X

Focus Partners Wealth’s US Steel X Stock Holding History

Focus Partners Wealth’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
-29,974
Closed -$1.27M – 2141
2025
Q1 		$1.27M Buy
29,974
+9,201
+44% +$348K ﹤0.01% 986
2024
Q4 		$706K Buy
+20,773
New +$767K ﹤0.01% 1183

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

Focus Partners Wealth's X Position: Q2 2025 in Review

Focus Partners Wealth sold out of US Steel (X) in Q2 2025, closing a stake of 29,974 shares — an estimated $1.27M sold.

Focus Partners Wealth first reported a position in X in Q4 2024 and held it in 2 quarters. The position peaked at $1.27M in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Focus Partners Wealth reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 29,974 US Steel shares in Q2 2025, an estimated $1.27M.
  • Focus Partners Wealth first reported a position in US Steel in Q4 2024 and held it in 2 quarters.
  • Focus Partners Wealth's US Steel position peaked at $1.27M in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Focus Partners Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.