Harold Davidson & Associates’s CSX Corp CSX Stock Holding History

Harold Davidson & Associates’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	$380K	Hold	8,000	–	–	0.16%	53
2026 Q1	$328K	Sell	8,000 -400	-5%	-$15.7K	0.16%	55
2025 Q4	$305K	Sell	8,400 -610	-7%	-$21.8K	0.13%	58
2025 Q3	$320K	Hold	9,010	–	–	0.15%	60
2025 Q2	$294K	Hold	9,010	–	–	0.19%	55
2025 Q1	$265K	Hold	9,010	–	–	0.14%	55
2024 Q4	$291K	Buy	+9,010	New	+$309K	0.14%	62

Other funds holding CSX

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 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

Harold Davidson & Associates's CSX Position: Q2 2026 in Review

Harold Davidson & Associates held its CSX Corp (CSX) position steady in Q2 2026 at 8,000 shares worth $380K. The position accounts for 0.16% of the portfolio, ranked #53.

Harold Davidson & Associates first reported a position in CSX in Q4 2024 and has held it in 7 quarters since. 907 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Harold Davidson & Associates held 8,000 shares of CSX Corp worth $380K as of Q2 2026.
Harold Davidson & Associates left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.16% of Harold Davidson & Associates's portfolio in Q2 2026, its #53 holding.
Harold Davidson & Associates first reported a position in CSX Corp in Q4 2024 and has held it in 7 quarters since.
907 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.