RSWM
X

Robertson Stephens Wealth Management’s US Steel X Stock Holding History

Robertson Stephens Wealth 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
-103,382
Closed -$4.37M – 594
2025
Q1 		$4.37M Buy
+103,382
New +$3.91M 0.15% 113

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

Robertson Stephens Wealth Management's X Position: Q2 2025 in Review

Robertson Stephens Wealth Management sold out of US Steel (X) in Q2 2025, closing a stake of 103,382 shares — an estimated $4.37M sold.

Robertson Stephens Wealth Management first reported a position in X in Q1 2025 and held it in 1 quarter. The position peaked at $4.37M in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Robertson Stephens Wealth Management reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 103,382 US Steel shares in Q2 2025, an estimated $4.37M.
  • Robertson Stephens Wealth Management first reported a position in US Steel in Q1 2025 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's US Steel position peaked at $4.37M in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.