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
Q2 		$24.9M Sell
524,433
-116,599
-18% -$5.26M 0.03% 360
2026
Q1 		$25.3M Sell
641,032
-19,976
-3% -$783K 0.04% 353
2025
Q4 		$24M Buy
661,008
+38,749
+6% +$1.39M 0.03% 368
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 $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

Corient Private Wealth's CSX Position: Q2 2026 in Review

Corient Private Wealth reduced its CSX Corp (CSX) stake by 18% in Q2 2026, selling an estimated $5.26M and leaving 524,433 shares worth $24.9M. The position accounts for 0.03% of the portfolio, ranked #360.

Corient Private Wealth first reported a position in CSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $32.8M in Q1 2024. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Corient Private Wealth held 524,433 shares of CSX Corp worth $24.9M as of Q2 2026.
  • Corient Private Wealth sold 116,599 CSX Corp shares in Q2 2026, an estimated $5.26M.
  • CSX Corp made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #360 holding.
  • Corient Private Wealth first reported a position in CSX Corp in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's CSX Corp position peaked at $32.8M in Q1 2024.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.