Waldron Private Wealth’s US Steel X Stock Holding History

Waldron Private Wealth’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	-4,947	Closed	-$209K	–	306
2025 Q1	$209K	Sell	4,947 -1,223	-20%	-$46.3K	0.01%	279
2024 Q4	$210K	Sell	6,170 -1,742	-22%	-$64.3K	0.01%	395
2024 Q3	$280K	Sell	7,912 -4	-0.1%	-$152	0.01%	338
2024 Q2	$299K	Buy	7,916 +4	+0.1%	+$153	0.01%	312
2024 Q1	$323K	Sell	7,912 -7,241	-48%	-$331K	0.01%	301
2023 Q4	$737K	Buy	+15,153	New	+$551K	0.04%	187

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

Waldron Private Wealth's X Position: Q2 2025 in Review

Waldron Private Wealth sold out of US Steel (X) in Q2 2025, closing a stake of 4,947 shares — an estimated $209K sold.

Waldron Private Wealth first reported a position in X in Q4 2023 and held it in 6 quarters. The position peaked at $737K in Q4 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Waldron Private Wealth reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Waldron Private Wealth sold 4,947 US Steel shares in Q2 2025, an estimated $209K.
Waldron Private Wealth first reported a position in US Steel in Q4 2023 and held it in 6 quarters.
Waldron Private Wealth's US Steel position peaked at $737K in Q4 2023.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Waldron Private Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.