AWS
CSX icon

Atria Wealth Solutions’s CSX Corp CSX Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$790K Sell
24,130
-24,468
-50% -$736K 0.02% 734
2025
Q1 		$1.43M Sell
48,598
-27,081
-36% -$860K 0.02% 750
2024
Q4 		$2.44M Buy
75,679
+16,551
+28% +$568K 0.03% 574
2024
Q3 		$2.04M Sell
59,128
-6,824
-10% -$232K 0.02% 625
2024
Q2 		$2.21M Sell
65,952
-27,993
-30% -$951K 0.02% 594
2024
Q1 		$3.48M Buy
93,945
+6,828
+8% +$249K 0.04% 448
2023
Q4 		$3.02M Buy
87,117
+1,341
+2% +$42.7K 0.04% 465
2023
Q3 		$2.64M Sell
85,776
-62
-0.1% -$1.96K 0.04% 471
2023
Q2 		$2.93M Buy
85,838
+9,608
+13% +$304K 0.04% 445
2023
Q1 		$2.28M Sell
76,230
-12,857
-14% -$395K 0.03% 502
2022
Q4 		$2.76M Buy
89,087
+7,951
+10% +$239K 0.04% 405
2022
Q3 		$2.16M Buy
81,136
+25,363
+45% +$788K 0.04% 456
2022
Q2 		$1.62M Sell
55,773
-12,269
-18% -$400K 0.03% 509
2022
Q1 		$2.55M Buy
+68,042
New +$2.41M 0.04% 415

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Atria Wealth Solutions's CSX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its CSX Corp (CSX) stake by 50% in Q2 2025, selling an estimated $736K and leaving 24,130 shares worth $790K. The position accounts for 0.02% of the portfolio, ranked #734.

Atria Wealth Solutions first reported a position in CSX in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.48M in Q1 2024. 1,699 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

  • Atria Wealth Solutions held 24,130 shares of CSX Corp worth $790K as of Q2 2025.
  • Atria Wealth Solutions sold 24,468 CSX Corp shares in Q2 2025, an estimated $736K.
  • CSX Corp made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #734 holding.
  • Atria Wealth Solutions first reported a position in CSX Corp in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's CSX Corp position peaked at $3.48M in Q1 2024.
  • 1,699 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.