Heartwood Wealth Advisors’s CSX Corp CSX Stock Holding History

Heartwood 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	$285K	Hold	6,005	–	–	0.02%	200
2026 Q1	$247K	Sell	6,005 -206	-3%	-$8.07K	0.02%	196
2025 Q4	$225K	Buy	6,211 +206	+3%	+$7.37K	0.02%	193
2025 Q3	$213K	Buy	+6,005	New	+$205K	0.02%	193
2024 Q4	–	Sell	-6,005	Closed	-$207K	–	172
2024 Q3	$207K	Hold	6,005	–	–	0.02%	173
2024 Q2	$201K	Hold	6,005	–	–	0.02%	172
2024 Q1	$223K	Hold	6,005	–	–	0.03%	146
2023 Q4	$208K	Buy	+6,005	New	+$191K	0.03%	139

Other funds holding CSX

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

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

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

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

Heartwood Wealth Advisors held its CSX Corp (CSX) position steady in Q2 2026 at 6,005 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #200.

Heartwood Wealth Advisors first reported a position in CSX in Q4 2023 and has held it in 8 quarters since. 432 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Heartwood Wealth Advisors held 6,005 shares of CSX Corp worth $285K as of Q2 2026.
Heartwood Wealth Advisors left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #200 holding.
Heartwood Wealth Advisors first reported a position in CSX Corp in Q4 2023 and has held it in 8 quarters since.
432 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.