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EverSource Wealth Advisors’s CSX Corp CSX Stock Holding History

EverSource Wealth Advisors’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 		$513K Sell
10,795
-5,764
-35% -$260K 0.02% 558
2026
Q1 		$680K Buy
16,559
+3,097
+23% +$121K 0.02% 486
2025
Q4 		$488K Buy
13,462
+1,791
+15% +$64.1K 0.02% 551
2025
Q3 		$414K Buy
11,671
+1,204
+12% +$41.1K 0.02% 575
2025
Q2 		$342K Sell
10,467
-2,157
-17% -$64.9K 0.02% 607
2025
Q1 		$372K Buy
12,624
+428
+4% +$13.6K 0.02% 449
2024
Q4 		$394K Buy
12,196
+1,705
+16% +$58.5K 0.02% 429
2024
Q3 		$362K Buy
10,491
+270
+3% +$9.16K 0.02% 395
2024
Q2 		$359K Sell
10,221
-210
-2% -$7.13K 0.02% 386
2024
Q1 		$347K Buy
10,431
+2,619
+34% +$95.6K 0.03% 346
2023
Q4 		$271K Buy
7,812
+244
+3% +$7.77K 0.02% 364
2023
Q3 		$233K Buy
7,568
+101
+1% +$3.2K 0.02% 362
2023
Q2 		$255K Sell
7,467
-460
-6% -$14.6K 0.03% 345
2023
Q1 		$237K Sell
7,927
-210
-3% -$6.46K 0.03% 346
2022
Q4 		$252K Sell
8,137
-2,351
-22% -$70.7K 0.04% 317
2022
Q3 		$279K Sell
10,488
-275
-3% -$8.55K 0.06% 248
2022
Q2 		$312K Buy
10,763
+2,991
+38% +$97.5K 0.08% 205
2022
Q1 		$292K Buy
7,772
+5,301
+215% +$188K 0.07% 213
2021
Q4 		$93K Buy
+2,471
New +$87.1K 0.03% 316

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

EverSource Wealth Advisors's CSX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its CSX Corp (CSX) stake by 35% in Q2 2026, selling an estimated $260K and leaving 10,795 shares worth $513K. The position accounts for 0.02% of the portfolio, ranked #558.

EverSource Wealth Advisors first reported a position in CSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $680K in Q1 2026. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • EverSource Wealth Advisors held 10,795 shares of CSX Corp worth $513K as of Q2 2026.
  • EverSource Wealth Advisors sold 5,764 CSX Corp shares in Q2 2026, an estimated $260K.
  • CSX Corp made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #558 holding.
  • EverSource Wealth Advisors first reported a position in CSX Corp in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's CSX Corp position peaked at $680K in Q1 2026.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.