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Holistic Planning’s CSX Corp CSX Stock Holding History

Holistic Planning’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 		$280K Buy
5,900
+37
+0.6% +$1.67K 0.04% 289
2026
Q1 		$241K Sell
5,863
-151
-3% -$5.92K 0.05% 267
2025
Q4 		$218K Buy
6,014
+301
+5% +$10.8K 0.05% 256
2025
Q3 		$203K Buy
+5,713
New +$195K 0.05% 228

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 Planning's CSX Position: Q2 2026 in Review

Holistic Planning increased its CSX Corp (CSX) stake by 0.63% in Q2 2026, buying an estimated $1.67K and bringing the position to 5,900 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #289.

Holistic Planning first reported a position in CSX in Q3 2025 and has held it in 4 quarters since. 1,993 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Holistic Planning held 5,900 shares of CSX Corp worth $280K as of Q2 2026.
  • Holistic Planning bought 37 CSX Corp shares in Q2 2026, an estimated $1.67K.
  • CSX Corp made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #289 holding.
  • Holistic Planning first reported a position in CSX Corp in Q3 2025 and has held it in 4 quarters since.
  • 1,993 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.