VWA
X

Valued Wealth Advisors’s US Steel X Stock Holding History

Valued Wealth 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
-26
Closed -$1.1K – 656
2025
Q1 		$1.1K Hold
26
– – ﹤0.01% 471
2024
Q4 		$885 Buy
26
+5
+24% +$185 ﹤0.01% 492
2024
Q3 		$743 Sell
21
-14
-40% -$533 ﹤0.01% 495
2024
Q2 		$1.32K Buy
35
+15
+75% +$572 ﹤0.01% 415
2024
Q1 		$816 Buy
+20
New +$915 ﹤0.01% 458

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

Valued Wealth Advisors's X Position: Q2 2025 in Review

Valued Wealth Advisors sold out of US Steel (X) in Q2 2025, closing a stake of 26 shares — an estimated $1.1K sold.

Valued Wealth Advisors first reported a position in X in Q1 2024 and held it in 5 quarters. The position peaked at $1.32K in Q2 2024. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Valued Wealth Advisors reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 26 US Steel shares in Q2 2025, an estimated $1.1K.
  • Valued Wealth Advisors first reported a position in US Steel in Q1 2024 and held it in 5 quarters.
  • Valued Wealth Advisors's US Steel position peaked at $1.32K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Valued Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.