GVAG
X

Great Valley Advisor Group’s US Steel X Stock Holding History

Great Valley Advisor Group’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
-6,813
Closed -$288K – 947
2025
Q1 		$288K Buy
6,813
+850
+14% +$32.2K 0.01% 740
2024
Q4 		$203K Buy
+5,963
New +$220K ﹤0.01% 816
2021
Q4 		– Sell
-47,487
Closed -$1.04M – 623
2021
Q3 		$1.04M Buy
+47,487
New +$1.19M 0.07% 243

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

Great Valley Advisor Group's X Position: Q2 2025 in Review

Great Valley Advisor Group sold out of US Steel (X) in Q2 2025, closing a stake of 6,813 shares — an estimated $288K sold.

Great Valley Advisor Group first reported a position in X in Q3 2021 and held it in 3 quarters. The position peaked at $1.04M in Q3 2021. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Great Valley Advisor Group reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 6,813 US Steel shares in Q2 2025, an estimated $288K.
  • Great Valley Advisor Group first reported a position in US Steel in Q3 2021 and held it in 3 quarters.
  • Great Valley Advisor Group's US Steel position peaked at $1.04M in Q3 2021.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.