Wellington Management Group
X

Wellington Management Group’s US Steel X Stock Holding History

Wellington Management Group’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
-210,359
Closed -$8.89M – 2065
2025
Q1 		$8.89M Sell
210,359
-6,023
-3% -$228K ﹤0.01% 1226
2024
Q4 		$7.35M Buy
216,382
+3,837
+2% +$142K ﹤0.01% 1271
2024
Q3 		$7.51M Sell
212,545
-76
-0% -$2.89K ﹤0.01% 1244
2024
Q2 		$8.04M Buy
212,621
+13,634
+7% +$520K ﹤0.01% 1214
2024
Q1 		$8.11M Sell
198,987
-3,855
-2% -$176K ﹤0.01% 1197
2023
Q4 		$9.87M Sell
202,842
-79,190
-28% -$2.88M ﹤0.01% 1117
2023
Q3 		$9.16M Buy
282,032
+76,047
+37% +$2.13M ﹤0.01% 1133
2023
Q2 		$5.15M Sell
205,985
-44,276
-18% -$1.03M ﹤0.01% 1258
2023
Q1 		$6.53M Buy
250,261
+34,824
+16% +$968K ﹤0.01% 1213
2022
Q4 		$5.4M Sell
215,437
-5,820
-3% -$134K ﹤0.01% 1248
2022
Q3 		$4.01M Sell
221,257
-3,517
-2% -$75.2K ﹤0.01% 1342
2022
Q2 		$4.03M Buy
224,774
+15,173
+7% +$415K ﹤0.01% 1387
2022
Q1 		$7.91M Sell
209,601
-5,479
-3% -$148K ﹤0.01% 1254
2021
Q4 		$5.12M Sell
215,080
-40,299
-16% -$950K ﹤0.01% 1452
2021
Q3 		$5.61M Buy
255,379
+194,346
+318% +$4.86M ﹤0.01% 1471
2021
Q2 		$1.47M Sell
61,033
-283,595
-82% -$6.98M ﹤0.01% 1735
2021
Q1 		$9.02M Buy
344,628
+332,343
+2,705% +$6.56M ﹤0.01% 1265
2020
Q4 		$206K Buy
+12,285
New +$153K ﹤0.01% 1889
2020
Q3 		– Sell
-22,489
Closed -$162K – 2005
2020
Q2 		$162K Sell
22,489
-5,500
-20% -$42.9K ﹤0.01% 1820
2020
Q1 		$177K Buy
+27,989
New +$234K ﹤0.01% 1861
2019
Q3 		– Sell
-94,601
Closed -$1.45M – 2126
2019
Q2 		$1.45M Buy
94,601
+80,862
+589% +$1.25M ﹤0.01% 1694
2019
Q1 		$268K Buy
+13,739
New +$292K ﹤0.01% 1975
2018
Q4 		– Sell
-81,552
Closed -$2.49M – 2225
2018
Q3 		$2.49M Sell
81,552
-157,771
-66% -$5.09M ﹤0.01% 1646
2018
Q2 		$8.32M Buy
239,323
+80,852
+51% +$2.89M ﹤0.01% 1340
2018
Q1 		$5.58M Buy
158,471
+120,142
+313% +$4.73M ﹤0.01% 1448
2017
Q4 		$1.35M Sell
38,329
-3,254
-8% -$94.6K ﹤0.01% 1832
2017
Q3 		$1.07M Sell
41,583
-120,768
-74% -$2.96M ﹤0.01% 1872
2017
Q2 		$3.59M Buy
162,351
+61,823
+61% +$1.47M ﹤0.01% 1529
2017
Q1 		$3.4M Buy
100,528
+40,708
+68% +$1.45M ﹤0.01% 1593
2016
Q4 		$1.97M Buy
59,820
+26,931
+82% +$720K ﹤0.01% 1689
2016
Q3 		$620K Buy
+32,889
New +$679K ﹤0.01% 1948
2016
Q2 		– Sell
-928,557
Closed -$14.9M – 2188
2016
Q1 		$14.9M Buy
+928,557
New +$9.25M ﹤0.01% 1020
2015
Q4 		– Sell
-16,276
Closed -$169K – 2254
2015
Q3 		$169K Sell
16,276
-104,584
-87% -$1.75M ﹤0.01% 2129
2015
Q2 		$2.49M Buy
120,860
+16,032
+15% +$393K ﹤0.01% 1604
2015
Q1 		$2.56M Buy
104,828
+47,263
+82% +$1.12M ﹤0.01% 1627
2014
Q4 		$1.54M Sell
57,565
-3,670
-6% -$122K ﹤0.01% 1756
2014
Q3 		$2.4M Sell
61,235
-43,403
-41% -$1.52M ﹤0.01% 1636
2014
Q2 		$2.73M Sell
104,638
-74,741
-42% -$1.91M ﹤0.01% 1606
2014
Q1 		$4.95M Buy
179,379
+24,923
+16% +$653K ﹤0.01% 1463
2013
Q4 		$4.56M Buy
154,456
+77,474
+101% +$2M ﹤0.01% 1485
2013
Q3 		$1.58M Buy
76,982
+26,735
+53% +$503K ﹤0.01% 1709
2013
Q2 		$881K Buy
+50,247
New +$889K ﹤0.01% 1790

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Wellington Management Group's X Position: Q2 2025 in Review

Wellington Management Group sold out of US Steel (X) in Q2 2025, closing a stake of 210,359 shares — an estimated $8.89M sold.

Wellington Management Group first reported a position in X in Q2 2013 and held it in 42 quarters. The position peaked at $14.9M in Q1 2016. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Wellington Management Group reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Wellington Management Group sold 210,359 US Steel shares in Q2 2025, an estimated $8.89M.
  • Wellington Management Group first reported a position in US Steel in Q2 2013 and held it in 42 quarters.
  • Wellington Management Group's US Steel position peaked at $14.9M in Q1 2016.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

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