Elevation Wealth Partners’s CSX Corp CSX Stock Holding History

Elevation 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 Q2	$169K	Hold	3,549	–	–	0.05%	151
2026 Q1	$146K	Hold	3,549	–	–	0.05%	139
2025 Q4	$129K	Buy	3,549 +27	+0.8%	+$966	0.05%	148
2025 Q3	$125K	Sell	3,522 -542	-13%	-$18.5K	0.05%	153
2025 Q2	$133K	Sell	4,064 -670	-14%	-$20.2K	0.05%	145
2025 Q1	$139K	Hold	4,734	–	–	0.06%	135
2024 Q4	$153K	Hold	4,734	–	–	0.06%	132
2024 Q3	$163K	Hold	4,734	–	–	0.07%	129
2024 Q2	$158K	Hold	4,734	–	–	0.08%	127
2024 Q1	$175K	Hold	4,734	–	–	0.09%	117
2023 Q4	$146K	Hold	4,734	–	–	0.09%	121
2023 Q3	$146K	Hold	4,734	–	–	0.13%	73
2023 Q2	$161K	Hold	4,734	–	–	0.14%	72
2023 Q1	$142K	Buy	+4,734	New	+$146K	0.13%	78

Other funds holding CSX

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

FCMC

Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return

Elevation Wealth Partners's CSX Position: Q2 2026 in Review

Elevation Wealth Partners held its CSX Corp (CSX) position steady in Q2 2026 at 3,549 shares worth $169K. The position accounts for 0.05% of the portfolio, ranked #151.

Elevation Wealth Partners first reported a position in CSX in Q1 2023 and has held it in 14 quarters since. The position peaked at $175K in Q1 2024. 379 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Elevation Wealth Partners held 3,549 shares of CSX Corp worth $169K as of Q2 2026.
Elevation Wealth Partners left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.05% of Elevation Wealth Partners's portfolio in Q2 2026, its #151 holding.
Elevation Wealth Partners first reported a position in CSX Corp in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's CSX Corp position peaked at $175K in Q1 2024.
379 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.