Meridian Wealth Management’s US Steel X Stock Holding History

Meridian Wealth 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
2025 Q2	–	Sell	-20,162	Closed	-$852K	–	682
2025 Q1	$852K	Buy	20,162 +127	+0.6%	+$4.8K	0.04%	316
2024 Q4	$681K	Buy	20,035 +26	+0.1%	+$960	0.03%	357
2024 Q3	$707K	Buy	+20,009	New	+$762K	0.03%	348
2024 Q1	–	Sell	-21,000	Closed	-$1.02M	–	579
2023 Q4	$1.02M	Buy	+21,000	New	+$764K	0.07%	260
2018 Q2	–	Sell	-86,648	Closed	-$3.05M	–	204
2018 Q1	$3.05M	Buy	86,648 +5,648	+7%	+$223K	1.52%	18
2017 Q4	$2.08M	Hold	81,000	–	–	1.28%	17
2017 Q3	$2.08M	Buy	+81,000	New	+$1.98M	1.32%	17

Other funds holding X

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Meridian Wealth Management's X Position: Q2 2025 in Review

Meridian Wealth Management sold out of US Steel (X) in Q2 2025, closing a stake of 20,162 shares — an estimated $852K sold.

Meridian Wealth Management first reported a position in X in Q3 2017 and held it in 7 quarters. The position peaked at $3.05M in Q1 2018. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Meridian Wealth Management reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Meridian Wealth Management sold 20,162 US Steel shares in Q2 2025, an estimated $852K.
Meridian Wealth Management first reported a position in US Steel in Q3 2017 and held it in 7 quarters.
Meridian Wealth Management's US Steel position peaked at $3.05M in Q1 2018.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Meridian Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.