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McCarter Private Wealth Services’s CSX Corp CSX Stock Holding History

McCarter Private Wealth Services’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 		$364K Hold
7,650
– – 0.13% 128
2026
Q1 		$314K Hold
7,650
– – 0.14% 130
2025
Q4 		$277K Hold
7,650
– – 0.12% 136
2025
Q3 		$272K Hold
7,650
– – 0.14% 112
2025
Q2 		$250K Hold
7,650
– – 0.14% 105
2025
Q1 		$225K Hold
7,650
– – 0.15% 96
2024
Q4 		$247K Hold
7,650
– – 0.16% 90
2024
Q3 		$264K Buy
+7,650
New +$260K 0.17% 86

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

McCarter Private Wealth Services's CSX Position: Q2 2026 in Review

McCarter Private Wealth Services held its CSX Corp (CSX) position steady in Q2 2026 at 7,650 shares worth $364K. The position accounts for 0.13% of the portfolio, ranked #128.

McCarter Private Wealth Services first reported a position in CSX in Q3 2024 and has held it in 8 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • McCarter Private Wealth Services held 7,650 shares of CSX Corp worth $364K as of Q2 2026.
  • McCarter Private Wealth Services left its CSX Corp share count unchanged in Q2 2026.
  • CSX Corp made up 0.13% of McCarter Private Wealth Services's portfolio in Q2 2026, its #128 holding.
  • McCarter Private Wealth Services first reported a position in CSX Corp in Q3 2024 and has held it in 8 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.