Kestra Private Wealth Services’s ArcelorMittal MT Stock Holding History

Kestra Private Wealth Services’s Portfolio MT Stock Details MT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.76M	Buy	33,924 +796	+2%	+$44.1K	0.02%	598
2025 Q4	$1.51M	Sell	33,128 -79	-0.2%	-$3.25K	0.02%	641
2025 Q3	$1.2M	Sell	33,207 -916	-3%	-$30.9K	0.02%	704
2025 Q2	$1.08M	Sell	34,123 -2,665	-7%	-$78.8K	0.02%	720
2025 Q1	$1.06M	Sell	36,788 -878	-2%	-$24.2K	0.02%	655
2024 Q4	$871K	Sell	37,666 -2,075	-5%	-$51.2K	0.01%	693
2024 Q3	$1.04M	Sell	39,741 -20,481	-34%	-$469K	0.02%	604
2024 Q2	$1.38M	Buy	+60,222	New	+$1.54M	0.03%	485
2022 Q2	–	Sell	-7,165	Closed	-$229K	–	977
2022 Q1	$229K	Sell	7,165 -898	-11%	-$28.8K	0.01%	843
2021 Q4	$257K	Sell	8,063 -128	-2%	-$3.97K	0.01%	829
2021 Q3	$247K	Buy	8,191 +89	+1%	+$2.91K	0.01%	780
2021 Q2	$252K	Buy	8,102 +8	+0.1%	+$248	0.02%	732
2021 Q1	$236K	Buy	+8,094	New	+$198K	0.02%	688

Other funds holding MT

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return