WCMNY
X

Westchester Capital Management (New York)’s US Steel X Stock Holding History

Westchester Capital Management (New York)’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
-1,632,555
Closed -$69M – 231
2025
Q1 		$69M Sell
1,632,555
-391,824
-19% -$14.8M 3.55% 7
2024
Q4 		$68.8M Sell
2,024,379
-370,331
-15% -$13.7M 3.74% 7
2024
Q3 		$84.6M Sell
2,394,710
-465,436
-16% -$17.7M 3.61% 12
2024
Q2 		$108M Buy
2,860,146
+6,451
+0.2% +$246K 4.06% 5
2024
Q1 		$116M Buy
2,853,695
+1,573,727
+123% +$72M 4.27% 5
2023
Q4 		$62.3M Sell
1,279,968
-493,482
-28% -$17.9M 2.18% 10
2023
Q3 		$57.6M Buy
+1,773,450
New +$49.7M 1.68% 15

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 $202B AUM 37.79% 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

Westchester Capital Management (New York)'s X Position: Q2 2025 in Review

Westchester Capital Management (New York) sold out of US Steel (X) in Q2 2025, closing a stake of 1,632,555 shares — an estimated $69M sold.

Westchester Capital Management (New York) first reported a position in X in Q3 2023 and held it in 7 quarters. The position peaked at $116M in Q1 2024. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Westchester Capital Management (New York) reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 1,632,555 US Steel shares in Q2 2025, an estimated $69M.
  • Westchester Capital Management (New York) first reported a position in US Steel in Q3 2023 and held it in 7 quarters.
  • Westchester Capital Management (New York)'s US Steel position peaked at $116M in Q1 2024.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2025, filed 14 Aug 2025.