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Elwood & Goetz Wealth Advisory Group’s CSX Corp CSX Stock Holding History

Elwood & Goetz Wealth Advisory 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 		$313K Buy
6,580
+27
+0.4% +$1.22K 0.05% 117
2026
Q1 		$269K Buy
6,553
+69
+1% +$2.7K 0.05% 118
2025
Q4 		$235K Buy
6,484
+111
+2% +$3.97K 0.04% 122
2025
Q3 		$226K Sell
6,373
-592
-8% -$20.2K 0.04% 122
2025
Q2 		$227K Buy
+6,965
New +$210K 0.05% 108
2025
Q1 		– Sell
-6,324
Closed -$204K – 100
2024
Q4 		$204K Hold
6,324
– – 0.05% 98
2024
Q3 		$218K Sell
6,324
-1,085
-15% -$36.8K 0.05% 98
2024
Q2 		$248K Hold
7,409
– – 0.07% 67
2024
Q1 		$275K Hold
7,409
– – 0.07% 71
2023
Q4 		$257K Buy
7,409
+242
+3% +$7.71K 0.05% 70
2023
Q3 		$220K Buy
+7,167
New +$227K 0.05% 72

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

Elwood & Goetz Wealth Advisory Group's CSX Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its CSX Corp (CSX) stake by 0.41% in Q2 2026, buying an estimated $1.22K and bringing the position to 6,580 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #117.

Elwood & Goetz Wealth Advisory Group first reported a position in CSX in Q3 2023 and has held it in 11 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 6,580 shares of CSX Corp worth $313K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 27 CSX Corp shares in Q2 2026, an estimated $1.22K.
  • CSX Corp made up 0.05% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #117 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in CSX Corp in Q3 2023 and has held it in 11 quarters since.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.