CarsonAllaria Wealth Management’s CSX Corp CSX Stock Holding History

CarsonAllaria Wealth Management’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 Q3	–	Sell	-1,836	Closed	-$59.9K	–	137
2025 Q2	$59.9K	Buy	1,836 +1	+0.1%	+$30	0.03%	127
2025 Q1	$54K	Buy	1,835 +2	+0.1%	+$64	0.03%	125
2024 Q4	$59.2K	Buy	1,833 +1	+0.1%	+$34	0.03%	124
2024 Q3	$63.3K	Buy	1,832 +1	+0.1%	+$34	0.04%	119
2024 Q2	$61.3K	Sell	1,831 -299	-14%	-$10.2K	0.04%	119
2024 Q1	$79K	Sell	2,130 -33	-2%	-$1.2K	0.05%	113
2023 Q4	$75K	Sell	2,163 -2,806	-56%	-$89.4K	0.05%	105
2023 Q3	$153K	Sell	4,969 -249	-5%	-$7.89K	0.12%	72
2023 Q2	$178K	Buy	5,218 +10	+0.2%	+$316	0.14%	71
2023 Q1	$156K	Buy	5,208 +19	+0.4%	+$584	0.13%	76
2022 Q4	$161K	Buy	5,189 +15	+0.3%	+$451	0.14%	71
2022 Q3	$138K	Buy	5,174 +16	+0.3%	+$497	0.13%	77
2022 Q2	$150K	Buy	5,158 +16	+0.3%	+$522	0.14%	77
2022 Q1	$193K	Buy	5,142 +15	+0.3%	+$531	0.17%	63
2021 Q4	$193K	Buy	+5,127	New	+$181K	0.17%	67

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CarsonAllaria Wealth Management's CSX Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of CSX Corp (CSX) in Q3 2025, closing a stake of 1,836 shares — an estimated $59.9K sold.

CarsonAllaria Wealth Management first reported a position in CSX in Q4 2021 and held it in 15 quarters. The position peaked at $193K in Q1 2022. 1,736 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining CSX Corp position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 1,836 CSX Corp shares in Q3 2025, an estimated $59.9K.
CarsonAllaria Wealth Management first reported a position in CSX Corp in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's CSX Corp position peaked at $193K in Q1 2022.
1,736 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.