Envestnet Portfolio Solutions’s CSX Corp CSX Stock Holding History

Envestnet Portfolio Solutions’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	$1.71M	Sell	41,540 -5,268	-11%	-$206K	0.01%	493
2025 Q4	$1.7M	Sell	46,808 -811	-2%	-$29K	0.01%	584
2025 Q3	$1.69M	Sell	47,619 -11,127	-19%	-$380K	0.01%	574
2025 Q2	$1.92M	Sell	58,746 -5,952	-9%	-$179K	0.01%	576
2025 Q1	$1.9M	Sell	64,698 -53,639	-45%	-$1.7M	0.01%	601
2024 Q4	$3.82M	Buy	118,337 +3,533	+3%	+$121K	0.01%	465
2024 Q3	$3.96M	Buy	114,804 +61	+0.1%	+$2.07K	0.01%	453
2024 Q2	$3.84M	Sell	114,743 -3,159	-3%	-$107K	0.01%	436
2024 Q1	$4.37M	Buy	117,902 +5,125	+5%	+$187K	0.02%	411
2023 Q4	$3.91M	Sell	112,777 -2,334	-2%	-$74.3K	0.02%	400
2023 Q3	$3.54M	Buy	+115,111	New	+$3.65M	0.02%	394

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Portfolio Solutions's CSX Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its CSX Corp (CSX) stake by 11% in Q1 2026, selling an estimated $206K and leaving 41,540 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #493.

Envestnet Portfolio Solutions first reported a position in CSX in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.37M in Q1 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Envestnet Portfolio Solutions held 41,540 shares of CSX Corp worth $1.71M as of Q1 2026.
Envestnet Portfolio Solutions sold 5,268 CSX Corp shares in Q1 2026, an estimated $206K.
CSX Corp made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #493 holding.
Envestnet Portfolio Solutions first reported a position in CSX Corp in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's CSX Corp position peaked at $4.37M in Q1 2024.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.