Sanders Morris Harris’s US Steel X Stock Holding History

Sanders Morris Harris’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	-23,184	Closed	-$978K	–	301
2025 Q1	$978K	Sell	23,184 -27,800	-55%	-$1.05M	0.15%	93
2024 Q4	$1.65M	Buy	50,984 +26,000	+104%	+$960K	0.25%	62
2024 Q3	$883K	Sell	24,984 -360,192	-94%	-$13.7M	0.15%	102
2024 Q2	$14.6M	Buy	+385,176	New	+$14.7M	2.39%	7
2024 Q1	–	Sell	-75,692	Closed	-$3.66M	–	283
2023 Q4	$3.66M	Buy	+75,692	New	+$2.75M	1.8%	9

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

Sanders Morris Harris's X Position: Q2 2025 in Review

Sanders Morris Harris sold out of US Steel (X) in Q2 2025, closing a stake of 23,184 shares — an estimated $978K sold.

Sanders Morris Harris first reported a position in X in Q4 2023 and held it in 5 quarters. The position peaked at $14.6M in Q2 2024. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Sanders Morris Harris reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Sanders Morris Harris sold 23,184 US Steel shares in Q2 2025, an estimated $978K.
Sanders Morris Harris first reported a position in US Steel in Q4 2023 and held it in 5 quarters.
Sanders Morris Harris's US Steel position peaked at $14.6M in Q2 2024.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Sanders Morris Harris's 13F filing for Q2 2025, filed 30 Jul 2025.