AWE
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Avidian Wealth Enterprises’s CSX Corp CSX Stock Holding History

Avidian Wealth Enterprises’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 		$1.04M Buy
21,938
+931
+4% +$42K 0.03% 310
2026
Q1 		$862K Sell
21,007
-700
-3% -$27.4K 0.03% 315
2025
Q4 		$787K Buy
21,707
+251
+1% +$8.98K 0.03% 273
2025
Q3 		$762K Sell
21,456
-1,501
-7% -$51.3K 0.03% 272
2025
Q2 		$749K Buy
22,957
+393
+2% +$11.8K 0.03% 248
2025
Q1 		$664K Sell
22,564
-9,165
-29% -$291K 0.03% 256
2024
Q4 		$1.02M Sell
31,729
-195
-0.6% -$6.69K 0.05% 184
2024
Q3 		$1.1M Sell
31,924
-4
-0% -$136 0.05% 173
2024
Q2 		$1.07M Buy
31,928
+633
+2% +$21.5K 0.04% 176
2024
Q1 		$1.16M Buy
31,295
+5,497
+21% +$201K 0.06% 152
2023
Q4 		$894K Buy
25,798
+1
+0% +$32 0.06% 180
2023
Q3 		$793K Buy
25,797
+1
+0% +$32 0.06% 192
2023
Q2 		$880K Buy
25,796
+3,712
+17% +$117K 0.06% 194
2023
Q1 		$661K Sell
22,084
-1,060
-5% -$32.6K 0.04% 251
2022
Q4 		$717K Hold
23,144
– – 0.05% 219
2022
Q3 		$617K Sell
23,144
-2,008
-8% -$62.4K 0.04% 204
2022
Q2 		$731K Sell
25,152
-2,229
-8% -$72.7K 0.05% 206
2022
Q1 		$1.02M Sell
27,381
-2,218
-7% -$78.5K 0.06% 191
2021
Q4 		$1.11M Buy
29,599
+22,117
+296% +$780K 0.07% 174
2021
Q3 		$223K Buy
7,482
+42
+0.6% +$1.34K 0.02% 343
2021
Q2 		$239K Hold
7,440
– – 0.02% 340
2021
Q1 		$239K Hold
7,440
– – 0.02% 317
2020
Q4 		$225K Buy
+7,440
New +$214K 0.02% 284

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

Avidian Wealth Enterprises's CSX Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its CSX Corp (CSX) stake by 4.4% in Q2 2026, buying an estimated $42K and bringing the position to 21,938 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #310.

Avidian Wealth Enterprises first reported a position in CSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.16M in Q1 2024. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Avidian Wealth Enterprises held 21,938 shares of CSX Corp worth $1.04M as of Q2 2026.
  • Avidian Wealth Enterprises bought 931 CSX Corp shares in Q2 2026, an estimated $42K.
  • CSX Corp made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #310 holding.
  • Avidian Wealth Enterprises first reported a position in CSX Corp in Q4 2020 and has held it in 23 quarters since.
  • Avidian Wealth Enterprises's CSX Corp position peaked at $1.16M in Q1 2024.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.