Holos Integrated Wealth’s CSX Corp CSX Stock Holding History

Holos Integrated Wealth’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 Q3	$169K	Hold	3,520	–	–	0.08%	94
2026 Q2	$171K	Hold	3,520	–	–	0.08%	90
2026 Q1	$146K	Hold	3,520	–	–	0.07%	99
2025 Q4	$128K	Hold	3,520	–	–	0.07%	80
2025 Q3	$125K	Hold	3,520	–	–	0.07%	77
2025 Q2	$125K	Hold	3,520	–	–	0.08%	76
2025 Q1	$104K	Hold	3,520	–	–	0.07%	82
2024 Q4	$114K	Buy	+3,520	New	+$121K	0.08%	74

Other funds holding CSX

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Holos Integrated Wealth's CSX Position: Q3 2026 in Review

Holos Integrated Wealth held its CSX Corp (CSX) position steady in Q3 2026 at 3,520 shares worth $169K. The position accounts for 0.08% of the portfolio, ranked #94.

Holos Integrated Wealth first reported a position in CSX in Q4 2024 and has held it in 8 quarters since. The position peaked at $171K in Q2 2026. 559 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Holos Integrated Wealth held 3,520 shares of CSX Corp worth $169K as of Q3 2026.
Holos Integrated Wealth left its CSX Corp share count unchanged in Q3 2026.
CSX Corp made up 0.08% of Holos Integrated Wealth's portfolio in Q3 2026, its #94 holding.
Holos Integrated Wealth first reported a position in CSX Corp in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's CSX Corp position peaked at $171K in Q2 2026.
559 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.