High Net Worth Advisory Group’s CSX Corp CSX Stock Holding History

High Net Worth Advisory Group’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	$500K	Hold	10,522	–	–	0.11%	151
2026 Q1	$432K	Hold	10,522	–	–	0.1%	156
2025 Q4	$381K	Hold	10,522	–	–	0.09%	167
2025 Q3	$374K	Buy	10,522 +122	+1%	+$4.17K	0.09%	163
2025 Q2	$339K	Hold	10,400	–	–	0.09%	166
2025 Q1	$306K	Sell	10,400 -7,000	-40%	-$222K	0.09%	162
2024 Q4	$561K	Sell	17,400 -304	-2%	-$10.4K	0.16%	120
2024 Q3	$611K	Hold	17,704	–	–	0.17%	117
2024 Q2	$592K	Hold	17,704	–	–	0.18%	106
2024 Q1	$656K	Hold	17,704	–	–	0.21%	103
2023 Q4	$614K	Buy	17,704 +304	+2%	+$9.68K	0.23%	97
2023 Q3	$535K	Sell	17,400 -103	-0.6%	-$3.26K	0.21%	101
2023 Q2	$597K	Buy	17,503 +103	+0.6%	+$3.26K	0.23%	99
2023 Q1	$521K	Hold	17,400	–	–	0.21%	103
2022 Q4	$539K	Hold	17,400	–	–	0.21%	101
2022 Q3	$464K	Hold	17,400	–	–	0.2%	102
2022 Q2	$506K	Sell	17,400 -55,170	-76%	-$1.8M	0.21%	100
2022 Q1	$2.72M	Buy	72,570 +921	+1%	+$32.6K	0.99%	19
2021 Q4	$2.69M	Buy	+71,649	New	+$2.53M	0.94%	23

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

High Net Worth Advisory Group's CSX Position: Q2 2026 in Review

High Net Worth Advisory Group held its CSX Corp (CSX) position steady in Q2 2026 at 10,522 shares worth $500K. The position accounts for 0.11% of the portfolio, ranked #151.

High Net Worth Advisory Group first reported a position in CSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.72M in Q1 2022. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

High Net Worth Advisory Group held 10,522 shares of CSX Corp worth $500K as of Q2 2026.
High Net Worth Advisory Group left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.11% of High Net Worth Advisory Group's portfolio in Q2 2026, its #151 holding.
High Net Worth Advisory Group first reported a position in CSX Corp in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's CSX Corp position peaked at $2.72M in Q1 2022.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.