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Innovative Asset Advisors Group’s CSX Corp CSX Stock Holding History

Innovative Asset Advisors 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 		$350K Sell
7,357
-64
-0.9% -$2.89K 0.15% 119
2026
Q1 		$305K Buy
+7,421
New +$291K 0.18% 104

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Innovative Asset Advisors Group's CSX Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its CSX Corp (CSX) stake by 0.86% in Q2 2026, selling an estimated $2.89K and leaving 7,357 shares worth $350K. The position accounts for 0.15% of the portfolio, ranked #119.

Innovative Asset Advisors Group first reported a position in CSX in Q1 2026 and has held it in 2 quarters since. 1,896 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Innovative Asset Advisors Group held 7,357 shares of CSX Corp worth $350K as of Q2 2026.
  • Innovative Asset Advisors Group sold 64 CSX Corp shares in Q2 2026, an estimated $2.89K.
  • CSX Corp made up 0.15% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #119 holding.
  • Innovative Asset Advisors Group first reported a position in CSX Corp in Q1 2026 and has held it in 2 quarters since.
  • 1,896 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.