Morton Brown Family Wealth’s US Steel X Stock Holding History

Morton Brown Family 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	-1	Closed	-$43	–	337
2025 Q1	$43	Buy	+1	New	+$38	﹤0.01%	316
2024 Q1	–	Sell	-1	Closed	-$49	–	299
2023 Q4	$49	Buy	+1	New	+$36	﹤0.01%	284

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

Morton Brown Family Wealth's X Position: Q2 2025 in Review

Morton Brown Family Wealth sold out of US Steel (X) in Q2 2025, closing a stake of 1 share — an estimated $43 sold.

Morton Brown Family Wealth first reported a position in X in Q4 2023 and held it in 2 quarters. The position peaked at $49 in Q4 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Morton Brown Family Wealth reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 1 US Steel share in Q2 2025, an estimated $43.
Morton Brown Family Wealth first reported a position in US Steel in Q4 2023 and held it in 2 quarters.
Morton Brown Family Wealth's US Steel position peaked at $49 in Q4 2023.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Morton Brown Family Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.