Principia Wealth Advisory’s US Steel X Stock Holding History

Principia Wealth Advisory’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	-9	Closed	-$406	–	1020
2025 Q1	$406	Buy	+9	New	+$341	﹤0.01%	624

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

Principia Wealth Advisory's X Position: Q2 2025 in Review

Principia Wealth Advisory sold out of US Steel (X) in Q2 2025, closing a stake of 9 shares — an estimated $406 sold.

Principia Wealth Advisory first reported a position in X in Q1 2025 and held it in 1 quarter. The position peaked at $406 in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Principia Wealth Advisory reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Principia Wealth Advisory sold 9 US Steel shares in Q2 2025, an estimated $406.
Principia Wealth Advisory first reported a position in US Steel in Q1 2025 and held it in 1 quarter.
Principia Wealth Advisory's US Steel position peaked at $406 in Q1 2025.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Principia Wealth Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.