High Note Wealth’s US Steel X Stock Holding History

High Note 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	-3	Closed	-$127	–	1003
2025 Q1	$127	Hold	3	–	–	﹤0.01%	853
2024 Q4	$102	Buy	+3	New	+$111	﹤0.01%	877

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

High Note Wealth's X Position: Q2 2025 in Review

High Note Wealth sold out of US Steel (X) in Q2 2025, closing a stake of 3 shares — an estimated $127 sold.

High Note Wealth first reported a position in X in Q4 2024 and held it in 2 quarters. The position peaked at $127 in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

High Note Wealth reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
High Note Wealth sold 3 US Steel shares in Q2 2025, an estimated $127.
High Note Wealth first reported a position in US Steel in Q4 2024 and held it in 2 quarters.
High Note Wealth's US Steel position peaked at $127 in Q1 2025.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on High Note Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.