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Advisor OS’s CSX Corp CSX Stock Holding History

Advisor OS’s Portfolio CSX Stock Details CSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$578K Buy
12,169
+639
+6% +$28.9K 0.04% 285
2026
Q1 		$473K Sell
11,530
-23
-0.2% -$901 0.03% 311
2025
Q4 		$419K Buy
11,553
+317
+3% +$11.3K 0.03% 316
2025
Q3 		$399K Buy
11,236
+10
+0.1% +$341 0.03% 302
2025
Q2 		$366K Buy
11,226
+2,575
+30% +$77.5K 0.04% 307
2025
Q1 		$255K Sell
8,651
-7
-0.1% -$222 0.03% 362
2024
Q4 		$279K Buy
8,658
+19
+0.2% +$652 0.03% 339
2024
Q3 		$298K Buy
8,639
+249
+3% +$8.45K 0.03% 326
2024
Q2 		$281K Sell
8,390
-412
-5% -$14K 0.03% 316
2024
Q1 		$326K Buy
8,802
+1,678
+24% +$61.2K 0.04% 297
2023
Q4 		$247K Sell
7,124
-2,437
-25% -$77.6K 0.03% 288
2023
Q3 		$294K Buy
9,561
+3,645
+62% +$115K 0.04% 235
2023
Q2 		$202K Buy
+5,916
New +$187K 0.03% 289

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Advisor OS's CSX Position: Q2 2026 in Review

Advisor OS increased its CSX Corp (CSX) stake by 5.5% in Q2 2026, buying an estimated $28.9K and bringing the position to 12,169 shares worth $578K. The position accounts for 0.04% of the portfolio, ranked #285.

Advisor OS first reported a position in CSX in Q2 2023 and has held it in 13 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Advisor OS held 12,169 shares of CSX Corp worth $578K as of Q2 2026.
  • Advisor OS bought 639 CSX Corp shares in Q2 2026, an estimated $28.9K.
  • CSX Corp made up 0.04% of Advisor OS's portfolio in Q2 2026, its #285 holding.
  • Advisor OS first reported a position in CSX Corp in Q2 2023 and has held it in 13 quarters since.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.