Weiss Asset Management’s US Steel X Stock Holding History

Weiss Asset 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	-131,593	Closed	-$5.56M	–	538
2025 Q1	$5.56M	Buy	131,593 +68,083	+107%	+$2.58M	0.11%	108
2024 Q4	$2.16M	Sell	63,510 -8,169	-11%	-$302K	0.04%	297
2024 Q3	$2.53M	Buy	+71,679	New	+$2.73M	0.06%	298
2024 Q2	–	Sell	-184,583	Closed	-$7.53M	–	426
2024 Q1	$7.53M	Buy	184,583 +52,864	+40%	+$2.42M	0.26%	86
2023 Q4	$6.41M	Buy	+131,719	New	+$4.79M	0.31%	66

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

Weiss Asset Management's X Position: Q2 2025 in Review

Weiss Asset Management sold out of US Steel (X) in Q2 2025, closing a stake of 131,593 shares — an estimated $5.56M sold.

Weiss Asset Management first reported a position in X in Q4 2023 and held it in 5 quarters. The position peaked at $7.53M in Q1 2024. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Weiss Asset Management reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Weiss Asset Management sold 131,593 US Steel shares in Q2 2025, an estimated $5.56M.
Weiss Asset Management first reported a position in US Steel in Q4 2023 and held it in 5 quarters.
Weiss Asset Management's US Steel position peaked at $7.53M in Q1 2024.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Weiss Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.