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Crestwood Advisors Group’s CSX Corp CSX Stock Holding History

Crestwood Advisors Group’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 		$485K Buy
10,194
+1,149
+13% +$51.9K 0.01% 501
2026
Q1 		$371K Buy
9,045
+462
+5% +$18.1K 0.01% 506
2025
Q4 		$311K Buy
8,583
+783
+10% +$28K 0.01% 508
2025
Q3 		$277K Buy
7,800
+532
+7% +$18.2K ﹤0.01% 483
2025
Q2 		$237K Buy
+7,268
New +$219K ﹤0.01% 486
2024
Q1 		– Sell
-6,008
Closed -$208K – 421
2023
Q4 		$208K Sell
6,008
-1,119
-16% -$35.6K ﹤0.01% 383
2023
Q3 		$219K Sell
7,127
-2,081
-23% -$65.9K 0.01% 331
2023
Q2 		$314K Sell
9,208
-4,758
-34% -$151K 0.01% 209
2023
Q1 		$418K Sell
13,966
-3,724
-21% -$114K 0.01% 197
2022
Q4 		$548K Sell
17,690
-3,500
-17% -$105K 0.02% 182
2022
Q3 		$565K Buy
21,190
+2,260
+12% +$70.2K 0.02% 180
2022
Q2 		$550K Sell
18,930
-2,521
-12% -$82.2K 0.02% 186
2022
Q1 		$803K Sell
21,451
-2,912
-12% -$103K 0.02% 175
2021
Q4 		$916K Buy
+24,363
New +$859K 0.02% 171

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

Crestwood Advisors Group's CSX Position: Q2 2026 in Review

Crestwood Advisors Group increased its CSX Corp (CSX) stake by 13% in Q2 2026, buying an estimated $51.9K and bringing the position to 10,194 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #501.

Crestwood Advisors Group first reported a position in CSX in Q4 2021 and has held it in 14 quarters since. The position peaked at $916K in Q4 2021. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Crestwood Advisors Group held 10,194 shares of CSX Corp worth $485K as of Q2 2026.
  • Crestwood Advisors Group bought 1,149 CSX Corp shares in Q2 2026, an estimated $51.9K.
  • CSX Corp made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #501 holding.
  • Crestwood Advisors Group first reported a position in CSX Corp in Q4 2021 and has held it in 14 quarters since.
  • Crestwood Advisors Group's CSX Corp position peaked at $916K in Q4 2021.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.