Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s CSX Corp CSX Stock Holding History

Kovitz Investment Group 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 		$1.14M Buy
23,929
+4,379
+22% +$198K 0.03% 300
2026
Q1 		$803K Sell
19,550
-2
-0% -$78 0.02% 347
2025
Q4 		$709K Sell
19,552
-141,747
-88% -$5.07M 0.02% 353
2025
Q3 		$5.73M Buy
161,299
+46,373
+40% +$1.58M 0.02% 438
2025
Q2 		$3.75M Buy
114,926
+5,987
+5% +$180K 0.02% 497
2025
Q1 		$3.21M Sell
108,939
-6,832
-6% -$217K 0.02% 488
2024
Q4 		$3.74M Buy
115,771
+1,729
+2% +$59.3K 0.02% 460
2024
Q3 		$3.04M Buy
114,042
+29,238
+34% +$992K 0.02% 423
2024
Q2 		$2.84M Buy
84,804
+19,833
+31% +$674K 0.02% 370
2024
Q1 		$2.41M Buy
+64,971
New +$2.37M 0.03% 280
2021
Q4 		– Sell
-26,610
Closed -$791K – 413
2021
Q3 		$791K Buy
+26,610
New +$852K 0.02% 322
2020
Q1 		– Sell
-11,433
Closed -$276K – 367
2019
Q4 		$276K Buy
+11,433
New +$270K 0.01% 349

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's CSX Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its CSX Corp (CSX) stake by 22% in Q2 2026, buying an estimated $198K and bringing the position to 23,929 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #300.

Kovitz Investment Group Partners first reported a position in CSX in Q4 2019 and has held it in 12 quarters since. The position peaked at $5.73M in Q3 2025. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Kovitz Investment Group Partners held 23,929 shares of CSX Corp worth $1.14M as of Q2 2026.
  • Kovitz Investment Group Partners bought 4,379 CSX Corp shares in Q2 2026, an estimated $198K.
  • CSX Corp made up 0.03% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #300 holding.
  • Kovitz Investment Group Partners first reported a position in CSX Corp in Q4 2019 and has held it in 12 quarters since.
  • Kovitz Investment Group Partners's CSX Corp position peaked at $5.73M in Q3 2025.
  • 2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.