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
Q3 		$988K Sell
21,247
-691
-3% -$34.3K 0.03% 336
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

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Avidian Wealth Enterprises's CSX Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its CSX Corp (CSX) stake by 3.1% in Q3 2026, selling an estimated $34.3K and leaving 21,247 shares worth $988K. The position accounts for 0.03% of the portfolio, ranked #336.

Avidian Wealth Enterprises first reported a position in CSX in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.16M in Q1 2024. 69 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Avidian Wealth Enterprises held 21,247 shares of CSX Corp worth $988K as of Q3 2026.
  • Avidian Wealth Enterprises sold 691 CSX Corp shares in Q3 2026, an estimated $34.3K.
  • CSX Corp made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #336 holding.
  • Avidian Wealth Enterprises first reported a position in CSX Corp in Q4 2020 and has held it in 24 quarters since.
  • Avidian Wealth Enterprises's CSX Corp position peaked at $1.16M in Q1 2024.
  • 69 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.