VWM
ZEUS

Venturi Wealth Management’s Olympic Steel ZEUS Stock Holding History

Venturi Wealth Management’s Portfolio ZEUS Stock Details ZEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-137
Closed -$4.5K – 1883
2024
Q4 		$4.5K Buy
+137
New +$5.31K ﹤0.01% 1712

Other funds holding ZEUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Venturi Wealth Management's ZEUS Position: Q1 2025 in Review

Venturi Wealth Management sold out of Olympic Steel (ZEUS) in Q1 2025, closing a stake of 137 shares — an estimated $4.5K sold.

Venturi Wealth Management first reported a position in ZEUS in Q4 2024 and held it in 1 quarter. The position peaked at $4.5K in Q4 2024. 144 funds tracked by Wall St. Rank hold ZEUS as of Q1 2025.

  • Venturi Wealth Management reported no remaining Olympic Steel position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 137 Olympic Steel shares in Q1 2025, an estimated $4.5K.
  • Venturi Wealth Management first reported a position in Olympic Steel in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Olympic Steel position peaked at $4.5K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held Olympic Steel as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.