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Gladstone Institutional Advisory’s CSX Corp CSX Stock Holding History

Gladstone Institutional Advisory’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 		$10.1M Buy
213,278
+302
+0.1% +$13.6K 0.32% 66
2026
Q1 		$8.74M Buy
212,976
+94
+0% +$3.68K 0.32% 63
2025
Q4 		$7.72M Sell
212,882
-407
-0.2% -$14.6K 0.29% 74
2025
Q3 		$7.57M Buy
213,289
+63
+0% +$2.15K 0.29% 71
2025
Q2 		$6.96M Sell
213,226
-53,923
-20% -$1.62M 0.29% 80
2025
Q1 		$7.86M Buy
267,149
+53,943
+25% +$1.71M 0.37% 62
2024
Q4 		$6.88M Sell
213,206
-1,122
-0.5% -$38.5K 0.32% 74
2024
Q3 		$7.4M Sell
214,328
-78
-0% -$2.65K 0.36% 68
2024
Q2 		$7.17M Buy
214,406
+6,127
+3% +$208K 0.37% 67
2024
Q1 		$7.72M Sell
208,279
-1,139
-0.5% -$41.6K 0.42% 52
2023
Q4 		$7.26M Buy
209,418
+3,423
+2% +$109K 0.41% 56
2023
Q3 		$6.33M Buy
205,995
+95
+0% +$3.01K 0.41% 55
2023
Q2 		$7.02M Sell
205,900
-301
-0.1% -$9.52K 0.43% 51
2023
Q1 		$6.17M Sell
206,201
-1,425
-0.7% -$43.8K 0.4% 59
2022
Q4 		$6.43M Sell
207,626
-204,819
-50% -$6.16M 0.45% 49
2022
Q3 		$11M Buy
412,445
+399,309
+3,040% +$12.4M 0.86% 19
2022
Q2 		$382K Buy
13,136
+282
+2% +$9.19K 0.03% 464
2022
Q1 		$481K Sell
12,854
-1,805
-12% -$63.8K 0.03% 435
2021
Q4 		$551K Sell
14,659
-1,469
-9% -$51.8K 0.04% 363
2021
Q3 		$480K Buy
+16,128
New +$516K 0.05% 336

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

Gladstone Institutional Advisory's CSX Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its CSX Corp (CSX) stake by 0.14% in Q2 2026, buying an estimated $13.6K and bringing the position to 213,278 shares worth $10.1M. The position accounts for 0.32% of the portfolio, ranked #66.

Gladstone Institutional Advisory first reported a position in CSX in Q3 2021 and has held it in 20 quarters since. The position peaked at $11M in Q3 2022. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Gladstone Institutional Advisory held 213,278 shares of CSX Corp worth $10.1M as of Q2 2026.
  • Gladstone Institutional Advisory bought 302 CSX Corp shares in Q2 2026, an estimated $13.6K.
  • CSX Corp made up 0.32% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #66 holding.
  • Gladstone Institutional Advisory first reported a position in CSX Corp in Q3 2021 and has held it in 20 quarters since.
  • Gladstone Institutional Advisory's CSX Corp position peaked at $11M in Q3 2022.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.