Moneywise Inc’s CSX Corp CSX Stock Holding History

Moneywise Inc’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	$341K	Buy	7,169 +651	+10%	+$29.4K	0.13%	66
2026 Q1	$268K	Hold	6,518	–	–	0.12%	72
2025 Q4	$236K	Hold	6,518	–	–	0.1%	73
2025 Q3	$231K	Hold	6,518	–	–	0.1%	65
2025 Q2	$213K	Buy	+6,518	New	+$196K	0.1%	70
2025 Q1	–	Sell	-6,518	Closed	-$210K	–	57
2024 Q4	$210K	Hold	6,518	–	–	0.11%	50
2024 Q3	$225K	Hold	6,518	–	–	0.11%	58
2024 Q2	$218K	Hold	6,518	–	–	0.12%	55
2024 Q1	$242K	Hold	6,518	–	–	0.13%	57
2023 Q4	$226K	Hold	6,518	–	–	0.13%	50
2023 Q3	$200K	Hold	6,518	–	–	0.13%	49
2023 Q2	$222K	Buy	+6,518	New	+$206K	0.14%	46
2023 Q1	–	Sell	-6,518	Closed	-$202K	–	50
2022 Q4	$202K	Buy	+6,518	New	+$196K	0.15%	46
2022 Q2	–	Sell	-6,518	Closed	-$244K	–	51
2022 Q1	$244K	Hold	6,518	–	–	0.16%	45
2021 Q4	$245K	Buy	+6,518	New	+$230K	0.16%	47
2021 Q3	–	Sell	-6,990	Closed	-$224K	–	49
2021 Q2	$224K	Hold	6,990	–	–	0.15%	47
2021 Q1	$225K	Sell	6,990 -510	-7%	-$15.6K	0.15%	48
2020 Q4	$227K	Buy	+7,500	New	+$215K	0.16%	44

Other funds holding CSX

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Moneywise Inc's CSX Position: Q2 2026 in Review

Moneywise Inc increased its CSX Corp (CSX) stake by 10% in Q2 2026, buying an estimated $29.4K and bringing the position to 7,169 shares worth $341K. The position accounts for 0.13% of the portfolio, ranked #66.

Moneywise Inc first reported a position in CSX in Q4 2020 and has held it in 18 quarters since. 432 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Moneywise Inc held 7,169 shares of CSX Corp worth $341K as of Q2 2026.
Moneywise Inc bought 651 CSX Corp shares in Q2 2026, an estimated $29.4K.
CSX Corp made up 0.13% of Moneywise Inc's portfolio in Q2 2026, its #66 holding.
Moneywise Inc first reported a position in CSX Corp in Q4 2020 and has held it in 18 quarters since.
432 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.