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Holistic Financial Partners’s CSX Corp CSX Stock Holding History

Holistic Financial Partners’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 		– Sell
-6,569
Closed -$270K – 129
2026
Q1 		$270K Buy
6,569
+122
+2% +$4.78K 0.1% 109
2025
Q4 		$234K Sell
6,447
-11
-0.2% -$394 0.08% 119
2025
Q3 		$229K Sell
6,458
-1,094
-14% -$37.4K 0.09% 124
2025
Q2 		$246K Sell
7,552
-188
-2% -$5.66K 0.11% 106
2025
Q1 		$228K Sell
7,740
-571
-7% -$18.1K 0.11% 106
2024
Q4 		$268K Buy
8,311
+122
+1% +$4.18K 0.13% 95
2024
Q3 		$283K Buy
8,189
+724
+10% +$24.6K 0.14% 88
2024
Q2 		$250K Buy
7,465
+402
+6% +$13.7K 0.13% 95
2024
Q1 		$262K Sell
7,063
-890
-11% -$32.5K 0.13% 95
2023
Q4 		$276K Buy
7,953
+257
+3% +$8.19K 0.17% 81
2023
Q3 		$237K Hold
7,696
– – 0.16% 87
2023
Q2 		$262K Sell
7,696
-5,346
-41% -$169K 0.18% 76
2023
Q1 		$390K Buy
13,042
+928
+8% +$28.5K 0.31% 51
2022
Q4 		$375K Buy
+12,114
New +$364K 0.34% 48
2022
Q2 		– Sell
-5,388
Closed -$202K – 99
2022
Q1 		$202K Hold
5,388
– – 0.13% 108
2021
Q4 		$203K Buy
+5,388
New +$190K 0.12% 110
2018
Q2 		– Sell
-6,435
Closed -$119K – 104
2018
Q1 		$119K Buy
6,435
+795
+14% +$14.9K 0.1% 97
2017
Q4 		$103K Buy
+5,640
New +$99.9K 0.08% 112

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

Holistic Financial Partners's CSX Position: Q2 2026 in Review

Holistic Financial Partners sold out of CSX Corp (CSX) in Q2 2026, closing a stake of 6,569 shares — an estimated $270K sold.

Holistic Financial Partners first reported a position in CSX in Q4 2017 and held it in 18 quarters. The position peaked at $390K in Q1 2023. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Holistic Financial Partners reported no remaining CSX Corp position as of Q2 2026 after selling out during the quarter.
  • Holistic Financial Partners sold 6,569 CSX Corp shares in Q2 2026, an estimated $270K.
  • Holistic Financial Partners first reported a position in CSX Corp in Q4 2017 and held it in 18 quarters.
  • Holistic Financial Partners's CSX Corp position peaked at $390K in Q1 2023.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.