Aventura Private Wealth’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$125K Buy
2,630
+871
+50% +$39.3K 0.04% 218
2026
Q1
$72.2K Buy
1,759
+16
+0.9% +$627 0.03% 266
2025
Q4
$63.2K Buy
1,743
+1,569
+902% +$56.1K 0.02% 266
2025
Q3
$6.18K Buy
174
+157
+924% +$5.36K ﹤0.01% 560
2025
Q2
$555 Sell
17
-25
-60% -$752 ﹤0.01% 719
2025
Q1
$1.24K Buy
+42
New +$1.33K ﹤0.01% 644

Other funds holding CSX

Aventura Private Wealth's CSX Position: Q2 2026 in Review

Aventura Private Wealth increased its CSX Corp (CSX) stake by 50% in Q2 2026, buying an estimated $39.3K and bringing the position to 2,630 shares worth $125K. The position accounts for 0.04% of the portfolio, ranked #218.

Aventura Private Wealth first reported a position in CSX in Q1 2025 and has held it in 6 quarters since. 407 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Aventura Private Wealth held 2,630 shares of CSX Corp worth $125K as of Q2 2026.
  • Aventura Private Wealth bought 871 CSX Corp shares in Q2 2026, an estimated $39.3K.
  • CSX Corp made up 0.04% of Aventura Private Wealth's portfolio in Q2 2026, its #218 holding.
  • Aventura Private Wealth first reported a position in CSX Corp in Q1 2025 and has held it in 6 quarters since.
  • 407 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.