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Diversify Wealth Management’s CSX Corp CSX Stock Holding History

Diversify Wealth Management’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 		$2.5M Buy
48,181
+8,189
+20% +$370K 0.04% 335
2026
Q1 		$1.79M Buy
39,992
+25,786
+182% +$1.01M 0.03% 411
2025
Q4 		$506K Buy
14,206
+1,421
+11% +$50.9K 0.02% 439
2025
Q3 		$458K Sell
12,785
-1,262
-9% -$43.1K 0.03% 396
2025
Q2 		$503K Sell
14,047
-699
-5% -$21K 0.03% 370
2025
Q1 		$414K Sell
14,746
-4,677
-24% -$149K 0.03% 388
2024
Q4 		$617K Buy
19,423
+424
+2% +$14.5K 0.05% 314
2024
Q3 		$638K Sell
18,999
-857
-4% -$29.1K 0.06% 264
2024
Q2 		$655K Buy
+19,856
New +$674K 0.08% 222

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's CSX Position: Q2 2026 in Review

Diversify Wealth Management increased its CSX Corp (CSX) stake by 20% in Q2 2026, buying an estimated $370K and bringing the position to 48,181 shares worth $2.5M. The position accounts for 0.04% of the portfolio, ranked #335.

Diversify Wealth Management first reported a position in CSX in Q2 2024 and has held it in 9 quarters since. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Diversify Wealth Management held 48,181 shares of CSX Corp worth $2.5M as of Q2 2026.
  • Diversify Wealth Management bought 8,189 CSX Corp shares in Q2 2026, an estimated $370K.
  • CSX Corp made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #335 holding.
  • Diversify Wealth Management first reported a position in CSX Corp in Q2 2024 and has held it in 9 quarters since.
  • 2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.