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Moneta Group Investment Advisors’s CSX Corp CSX Stock Holding History

Moneta Group Investment Advisors’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
Q1 		$1.22M Buy
29,839
+2,130
+8% +$83.5K 0.01% 336
2025
Q4 		$1M Sell
27,709
-5,988
-18% -$214K 0.01% 361
2025
Q3 		$1.2M Sell
33,697
-109
-0.3% -$3.72K 0.01% 317
2025
Q2 		$1.1M Sell
33,806
-44
-0.1% -$1.32K 0.01% 294
2025
Q1 		$996K Sell
33,850
-4,694
-12% -$149K 0.01% 291
2024
Q4 		$1.24M Sell
38,544
-1,058
-3% -$36.3K 0.02% 258
2024
Q3 		$1.37M Buy
39,602
+200
+0.5% +$6.79K 0.02% 247
2024
Q2 		$1.32M Buy
39,402
+1,804
+5% +$61.3K 0.02% 238
2024
Q1 		$1.39M Buy
37,598
+2,682
+8% +$97.9K 0.02% 228
2023
Q4 		$1.21M Buy
34,916
+11,921
+52% +$380K 0.02% 214
2023
Q3 		$707K Buy
22,995
+318
+1% +$10.1K 0.02% 262
2023
Q2 		$773K Sell
22,677
-684
-3% -$21.6K 0.02% 255
2023
Q1 		$699K Buy
23,361
+433
+2% +$13.3K 0.02% 260
2022
Q4 		$709K Buy
22,928
+68
+0.3% +$2.04K 0.02% 249
2022
Q3 		$609K Sell
22,860
-1,056
-4% -$32.8K 0.02% 249
2022
Q2 		$695K Buy
23,916
+2,981
+14% +$97.2K 0.02% 251
2022
Q1 		$784K Sell
20,935
-4,916
-19% -$174K 0.03% 236
2021
Q4 		$972K Buy
25,851
+4,802
+23% +$169K 0.04% 209
2021
Q3 		$626K Buy
21,049
+694
+3% +$22.2K 0.03% 250
2021
Q2 		$653K Buy
20,355
+10,896
+115% +$359K 0.03% 246
2021
Q1 		$304K Buy
+9,459
New +$289K 0.02% 328
2019
Q3 		– Sell
-20,007
Closed -$516K – 280
2019
Q2 		$516K Buy
20,007
+39
+0.2% +$1K 0.05% 155
2019
Q1 		$498K Sell
19,968
-21
-0.1% -$486 0.05% 142
2018
Q4 		$414K Buy
+19,989
New +$460K 0.05% 150
2018
Q1 		– Sell
-150
Closed -$3K – 626
2017
Q4 		$3K Buy
+150
New +$2.66K ﹤0.01% 383

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Moneta Group Investment Advisors's CSX Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its CSX Corp (CSX) stake by 7.7% in Q1 2026, buying an estimated $83.5K and bringing the position to 29,839 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #336.

Moneta Group Investment Advisors first reported a position in CSX in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.39M in Q1 2024. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Moneta Group Investment Advisors held 29,839 shares of CSX Corp worth $1.22M as of Q1 2026.
  • Moneta Group Investment Advisors bought 2,130 CSX Corp shares in Q1 2026, an estimated $83.5K.
  • CSX Corp made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #336 holding.
  • Moneta Group Investment Advisors first reported a position in CSX Corp in Q4 2017 and has held it in 25 quarters since.
  • Moneta Group Investment Advisors's CSX Corp position peaked at $1.39M in Q1 2024.
  • 1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.