Envestnet Portfolio Solutions’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.42M Buy
50,812
+9,272
+22% +$419K 0.01% 461
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

Envestnet Portfolio Solutions's CSX Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its CSX Corp (CSX) stake by 22% in Q2 2026, buying an estimated $419K and bringing the position to 50,812 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #461.

Envestnet Portfolio Solutions first reported a position in CSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.37M in Q1 2024. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Envestnet Portfolio Solutions held 50,812 shares of CSX Corp worth $2.42M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 9,272 CSX Corp shares in Q2 2026, an estimated $419K.
  • CSX Corp made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #461 holding.
  • Envestnet Portfolio Solutions first reported a position in CSX Corp in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's CSX Corp position peaked at $4.37M in Q1 2024.
  • 2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.