Gratus Wealth Advisors’s CSX Corp CSX Stock Holding History

Gratus 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	$1.58M	Buy	33,346 +190	+0.6%	+$8.58K	0.2%	40
2026 Q1	$1.36M	Sell	33,156 -1,051	-3%	-$41.2K	0.2%	44
2025 Q4	$1.24M	Buy	34,207 +441	+1%	+$15.8K	0.17%	52
2025 Q3	$1.2M	Buy	33,766 +177	+0.5%	+$6.04K	0.17%	53
2025 Q2	$1.1M	Buy	33,589 +25,375	+309%	+$764K	0.17%	57
2025 Q1	$242K	Buy	8,214 +13	+0.2%	+$413	0.04%	117
2024 Q4	$265K	Buy	8,201 +10	+0.1%	+$343	0.04%	117
2024 Q3	$276K	Buy	8,191 +11	+0.1%	+$373	0.05%	120
2024 Q2	$284K	Buy	8,180 +11	+0.1%	+$374	0.05%	112
2024 Q1	$281K	Buy	+8,169	New	+$298K	0.05%	113

Other funds holding CSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Gratus Wealth Advisors increased its CSX Corp (CSX) stake by 0.57% in Q2 2026, buying an estimated $8.58K and bringing the position to 33,346 shares worth $1.58M. The position accounts for 0.2% of the portfolio, ranked #40.

Gratus Wealth Advisors first reported a position in CSX in Q1 2024 and has held it in 10 quarters since. 854 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Gratus Wealth Advisors held 33,346 shares of CSX Corp worth $1.58M as of Q2 2026.
Gratus Wealth Advisors bought 190 CSX Corp shares in Q2 2026, an estimated $8.58K.
CSX Corp made up 0.2% of Gratus Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Gratus Wealth Advisors first reported a position in CSX Corp in Q1 2024 and has held it in 10 quarters since.
854 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.