MV Capital Management’s US Steel X Stock Holding History

MV Capital 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	-63	Closed	-$2.66K	–	1130
2025 Q1	$2.66K	Buy	63 +27	+75%	+$1.02K	﹤0.01%	668
2024 Q4	$1.22K	Buy	+36	New	+$1.33K	﹤0.01%	737
2023 Q2	–	Sell	-5	Closed	-$131	–	703
2023 Q1	$131	Buy	+5	New	+$139	﹤0.01%	691

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

MV Capital Management's X Position: Q2 2025 in Review

MV Capital Management sold out of US Steel (X) in Q2 2025, closing a stake of 63 shares — an estimated $2.66K sold.

MV Capital Management first reported a position in X in Q1 2023 and held it in 3 quarters. The position peaked at $2.66K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

MV Capital Management reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
MV Capital Management sold 63 US Steel shares in Q2 2025, an estimated $2.66K.
MV Capital Management first reported a position in US Steel in Q1 2023 and held it in 3 quarters.
MV Capital Management's US Steel position peaked at $2.66K in Q1 2025.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

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