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Clearstead Trust’s CSX Corp CSX Stock Holding History

Clearstead Trust’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 		$135K Hold
2,842
– – 0.02% 220
2026
Q1 		$117K Hold
2,842
– – 0.02% 229
2025
Q4 		$103K Sell
2,842
-72
-2% -$2.58K 0.02% 247
2025
Q3 		$103K Buy
2,914
+80
+3% +$2.73K 0.02% 242
2025
Q2 		$92.5K Buy
2,834
+89
+3% +$2.68K 0.02% 253
2025
Q1 		$80.8K Buy
2,745
+12
+0.4% +$381 0.02% 227
2024
Q4 		$88.2K Buy
2,733
+10
+0.4% +$343 0.02% 216
2024
Q3 		$94K Buy
2,723
+10
+0.4% +$339 0.02% 191
2024
Q2 		$90.8K Buy
2,713
+10
+0.4% +$340 0.02% 194
2024
Q1 		$100K Buy
2,703
+8
+0.3% +$292 0.03% 189
2023
Q4 		$93.4K Buy
2,695
+9
+0.3% +$287 0.03% 204
2023
Q3 		$82.6K Buy
2,686
+10
+0.4% +$317 0.03% 185
2023
Q2 		$91.3K Buy
2,676
+9
+0.3% +$285 0.03% 182
2023
Q1 		$79.9K Buy
2,667
+10
+0.4% +$307 0.03% 194
2022
Q4 		$82K Buy
2,657
+8
+0.3% +$241 0.03% 196
2022
Q3 		$71K Buy
+2,649
New +$82.3K 0.02% 195

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

Clearstead Trust's CSX Position: Q2 2026 in Review

Clearstead Trust held its CSX Corp (CSX) position steady in Q2 2026 at 2,842 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #220.

Clearstead Trust first reported a position in CSX in Q3 2022 and has held it in 16 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Clearstead Trust held 2,842 shares of CSX Corp worth $135K as of Q2 2026.
  • Clearstead Trust left its CSX Corp share count unchanged in Q2 2026.
  • CSX Corp made up 0.02% of Clearstead Trust's portfolio in Q2 2026, its #220 holding.
  • Clearstead Trust first reported a position in CSX Corp in Q3 2022 and has held it in 16 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.