RA
X

Rise Advisors’s US Steel X Stock Holding History

Rise Advisors’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
-477
Closed -$20.2K – 1653
2025
Q1 		$20.2K Sell
477
-140
-23% -$5.3K 0.01% 496
2024
Q4 		$21K Sell
617
-577
-48% -$21.3K 0.01% 626
2024
Q3 		$42.2K Sell
1,194
-1,417
-54% -$54K 0.02% 278
2024
Q2 		$98.7K Buy
2,611
+3
+0.1% +$114 0.05% 150
2024
Q1 		$106K Buy
2,608
+617
+31% +$28.2K 0.06% 146
2023
Q4 		$96.9K Buy
+1,991
New +$72.4K 0.07% 107

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PNC Financial Services Group
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
SS
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

Rise Advisors's X Position: Q2 2025 in Review

Rise Advisors sold out of US Steel (X) in Q2 2025, closing a stake of 477 shares — an estimated $20.2K sold.

Rise Advisors first reported a position in X in Q4 2023 and held it in 6 quarters. The position peaked at $106K in Q1 2024. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Rise Advisors reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Rise Advisors sold 477 US Steel shares in Q2 2025, an estimated $20.2K.
  • Rise Advisors first reported a position in US Steel in Q4 2023 and held it in 6 quarters.
  • Rise Advisors's US Steel position peaked at $106K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.