NEOS Investment Management’s CSX Corp CSX Stock Holding History

NEOS Investment Management’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	$52.8M	Buy	1,287,064 +266,353	+26%	+$10.4M	0.27%	66
2025 Q4	$37M	Buy	1,020,711 +169,637	+20%	+$6.07M	0.21%	86
2025 Q3	$30.2M	Buy	851,074 +314,630	+59%	+$10.7M	0.23%	80
2025 Q2	$17.5M	Buy	536,444 +189,072	+54%	+$5.69M	0.22%	89
2025 Q1	$10.2M	Buy	347,372 +92,956	+37%	+$2.95M	0.19%	113
2024 Q4	$8.21M	Buy	254,416 +50,364	+25%	+$1.73M	0.19%	104
2024 Q3	$7.05M	Buy	204,052 +37,504	+23%	+$1.27M	0.21%	94
2024 Q2	$5.57M	Buy	166,548 +51,687	+45%	+$1.76M	0.23%	81
2024 Q1	$4.26M	Buy	114,861 +21,800	+23%	+$796K	0.26%	75
2023 Q4	$3.23M	Buy	93,061 +1,512	+2%	+$48.2K	0.31%	64
2023 Q3	$2.82M	Buy	+91,549	New	+$2.9M	0.36%	58

Other funds holding CSX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 $1.47T AUM 27.86% 1-Year Est. Return

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return