HM
X

Harvest Management’s US Steel X Stock Holding History

Harvest Management’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
2024
Q3 		– Sell
-149,300
Closed -$5.64M – 58
2024
Q2 		$5.64M Sell
149,300
-197,400
-57% -$7.53M 4.31% 12
2024
Q1 		$14.1M Buy
346,700
+277,900
+404% +$12.7M 9.54% 3
2023
Q4 		$3.35M Buy
+68,800
New +$2.5M 3.1% 12

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

Harvest Management's X Position: Q2 2025 in Review

Harvest Management sold out of US Steel (X) in Q2 2025, closing a stake of 41,000 shares — an estimated $1.73M sold.

Harvest Management first reported a position in X in Q3 2023 and held it in 6 quarters. The position peaked at $14.9M in Q1 2024. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Harvest Management reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Harvest Management sold 41,000 US Steel shares in Q2 2025, an estimated $1.73M.
  • Harvest Management first reported a position in US Steel in Q3 2023 and held it in 6 quarters.
  • Harvest Management's US Steel position peaked at $14.9M in Q1 2024.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Harvest Management's 13F filing for Q2 2025, filed 14 Aug 2025.