Corient Private Wealth
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Corient Private Wealth’s CSX Corp CSX Stock Holding History

Corient Private Wealth’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
Q1 		$25.3M Sell
641,032
-691,615
-52% -$27.1M 0.04% 353
2025
Q4 		$48.1M Buy
1,332,647
+710,388
+114% +$25.4M 0.03% 369
2025
Q3 		$21.9M Sell
622,259
-35,923
-5% -$1.23M 0.03% 377
2025
Q2 		$21.5M Sell
658,182
-53,284
-7% -$1.6M 0.03% 381
2025
Q1 		$20.9M Sell
711,466
-120,446
-14% -$3.83M 0.03% 381
2024
Q4 		$25.9M Buy
831,912
+9,446
+1% +$324K 0.04% 346
2024
Q3 		$28.4M Buy
822,466
+211,134
+35% +$7.17M 0.04% 352
2024
Q2 		$20.4M Sell
611,332
-272,600
-31% -$9.26M 0.04% 381
2024
Q1 		$32.8M Sell
883,932
-35,470
-4% -$1.29M 0.06% 295
2023
Q4 		$31.9M Buy
919,402
+16,821
+2% +$536K 0.06% 299
2023
Q3 		$27.8M Sell
902,581
-19,747
-2% -$626K 0.06% 287
2023
Q2 		$31.5M Buy
922,328
+21,179
+2% +$670K 0.07% 256
2023
Q1 		$27M Buy
901,149
+242,078
+37% +$7.44M 0.07% 260
2022
Q4 		$20.5M Buy
+659,071
New +$19.8M 0.07% 266

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Corient Private Wealth's CSX Position: Q1 2026 in Review

Corient Private Wealth reduced its CSX Corp (CSX) stake by 52% in Q1 2026, selling an estimated $27.1M and leaving 641,032 shares worth $25.3M. The position accounts for 0.04% of the portfolio, ranked #353.

Corient Private Wealth first reported a position in CSX in Q4 2022 and has held it in 14 quarters since. The position peaked at $48.1M in Q4 2025. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Corient Private Wealth held 641,032 shares of CSX Corp worth $25.3M as of Q1 2026.
  • Corient Private Wealth sold 691,615 CSX Corp shares in Q1 2026, an estimated $27.1M.
  • CSX Corp made up 0.04% of Corient Private Wealth's portfolio in Q1 2026, its #353 holding.
  • Corient Private Wealth first reported a position in CSX Corp in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's CSX Corp position peaked at $48.1M in Q4 2025.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.