Orion Portfolio Solutions’s US Steel X Stock Holding History

Orion Portfolio Solutions’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 Q1	$208K	Sell	4,919 -6,454	-57%	-$244K	﹤0.01%	1795
2024 Q4	$387K	Sell	11,373 -729	-6%	-$26.9K	﹤0.01%	1439
2024 Q3	$428K	Sell	12,102 -1,287	-10%	-$49K	﹤0.01%	1393
2024 Q2	$506K	Buy	13,389 +7,354	+122%	+$281K	0.01%	1270
2024 Q1	$246K	Sell	6,035 -517	-8%	-$23.7K	﹤0.01%	1535
2023 Q4	$318K	Buy	6,552 +290	+5%	+$10.5K	﹤0.01%	1387
2023 Q3	$203K	Buy	+6,262	New	+$176K	﹤0.01%	1549
2020 Q3	–	Sell	-1,489	Closed	-$11K	–	2077
2020 Q2	$11K	Buy	1,489 +701	+89%	+$5.47K	﹤0.01%	1190
2020 Q1	$5K	Sell	788 -1,322	-63%	-$11.1K	﹤0.01%	1329
2019 Q4	$24K	Buy	+2,110	New	+$26.2K	﹤0.01%	735

Other funds holding X

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TCIM

TOMS Capital Investment Management New York $4.67B AUM 83.55% 1-Year Est. Return

Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return

Caxton Associates (UK) London $5.33B AUM 59.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Orion Portfolio Solutions's X Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its US Steel (X) stake by 57% in Q1 2025, selling an estimated $244K and leaving 4,919 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Orion Portfolio Solutions first reported a position in X in Q4 2019 and has held it in 10 quarters since. The position peaked at $506K in Q2 2024. 508 funds tracked by Wall St. Rank hold X as of Q1 2025.

Orion Portfolio Solutions held 4,919 shares of US Steel worth $208K as of Q1 2025.
Orion Portfolio Solutions sold 6,454 US Steel shares in Q1 2025, an estimated $244K.
US Steel made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1795 holding.
Orion Portfolio Solutions first reported a position in US Steel in Q4 2019 and has held it in 10 quarters since.
Orion Portfolio Solutions's US Steel position peaked at $506K in Q2 2024.
508 funds tracked by Wall St. Rank held US Steel as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.