Curated Wealth Partners’s CSX Corp CSX Stock Holding History

Curated Wealth Partners’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	–	Sell	-6,392	Closed	-$232K	–	238
2025 Q4	$232K	Buy	+6,392	New	+$229K	0.03%	180

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Curated Wealth Partners's CSX Position: Q1 2026 in Review

Curated Wealth Partners sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 6,392 shares — an estimated $232K sold.

Curated Wealth Partners first reported a position in CSX in Q4 2025 and held it in 1 quarter. The position peaked at $232K in Q4 2025. 1,876 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Curated Wealth Partners reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
Curated Wealth Partners sold 6,392 CSX Corp shares in Q1 2026, an estimated $232K.
Curated Wealth Partners first reported a position in CSX Corp in Q4 2025 and held it in 1 quarter.
Curated Wealth Partners's CSX Corp position peaked at $232K in Q4 2025.
1,876 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Curated Wealth Partners's 13F filing for Q1 2026, filed 9 Apr 2026.