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Centricity Wealth Management’s CSX Corp CSX Stock Holding History

Centricity 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
Q2 		$54.7K Hold
1,676
– – 0.04% 160
2025
Q1 		$49.3K Sell
1,676
-84
-5% -$2.67K 0.04% 171
2024
Q4 		$56.8K Buy
+1,760
New +$60.4K 0.05% 151

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

Centricity Wealth Management's CSX Position: Q2 2025 in Review

Centricity Wealth Management held its CSX Corp (CSX) position steady in Q2 2025 at 1,676 shares worth $54.7K. The position accounts for 0.04% of the portfolio, ranked #160.

Centricity Wealth Management first reported a position in CSX in Q4 2024 and has held it in 3 quarters since. The position peaked at $56.8K in Q4 2024. 1,699 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

  • Centricity Wealth Management held 1,676 shares of CSX Corp worth $54.7K as of Q2 2025.
  • Centricity Wealth Management left its CSX Corp share count unchanged in Q2 2025.
  • CSX Corp made up 0.04% of Centricity Wealth Management's portfolio in Q2 2025, its #160 holding.
  • Centricity Wealth Management first reported a position in CSX Corp in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's CSX Corp position peaked at $56.8K in Q4 2024.
  • 1,699 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.