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 Q3	$176K	Buy	3,786 +237	+7%	+$11.8K	0.05%	156
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

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Elevation Wealth Partners's CSX Position: Q3 2026 in Review

Elevation Wealth Partners increased its CSX Corp (CSX) stake by 6.7% in Q3 2026, buying an estimated $11.8K and bringing the position to 3,786 shares worth $176K. The position accounts for 0.05% of the portfolio, ranked #156.

Elevation Wealth Partners first reported a position in CSX in Q1 2023 and has held it in 15 quarters since. 722 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Elevation Wealth Partners held 3,786 shares of CSX Corp worth $176K as of Q3 2026.
Elevation Wealth Partners bought 237 CSX Corp shares in Q3 2026, an estimated $11.8K.
CSX Corp made up 0.05% of Elevation Wealth Partners's portfolio in Q3 2026, its #156 holding.
Elevation Wealth Partners first reported a position in CSX Corp in Q1 2023 and has held it in 15 quarters since.
722 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.