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Nicolet Advisory Services’s CSX Corp CSX Stock Holding History

Nicolet Advisory 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
2025
Q4 		$517K Sell
14,673
-1,335
-8% -$47.8K 0.03% 223
2025
Q3 		$576K Sell
16,008
-55
-0.3% -$1.88K 0.04% 209
2025
Q2 		$562K Sell
16,063
-462
-3% -$13.9K 0.05% 200
2025
Q1 		$460K Buy
16,525
+286
+2% +$9.08K 0.05% 203
2024
Q4 		$516K Buy
16,239
+4,774
+42% +$164K 0.05% 189
2024
Q3 		$391K Buy
11,465
+95
+0.8% +$3.22K 0.04% 241
2024
Q2 		$374K Buy
11,370
+59
+0.5% +$2K 0.04% 246
2024
Q1 		$407K Buy
11,311
+135
+1% +$4.93K 0.04% 218
2023
Q4 		$387K Buy
11,176
+512
+5% +$16.3K 0.04% 201
2023
Q3 		$329K Buy
10,664
+145
+1% +$4.59K 0.04% 211
2023
Q2 		$352K Buy
10,519
+331
+3% +$10.5K 0.04% 202
2023
Q1 		$306K Buy
10,188
+47
+0.5% +$1.45K 0.04% 210
2022
Q4 		$329K Buy
10,141
+885
+10% +$26.6K 0.04% 175
2022
Q3 		$246K Hold
9,256
– – 0.04% 157
2022
Q2 		$271K Hold
9,256
– – 0.04% 142
2022
Q1 		$318K Hold
9,256
– – 0.04% 141
2021
Q4 		$348K Buy
+9,256
New +$326K 0.04% 134

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Nicolet Advisory Services's CSX Position: Q4 2025 in Review

Nicolet Advisory Services reduced its CSX Corp (CSX) stake by 8.3% in Q4 2025, selling an estimated $47.8K and leaving 14,673 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #223.

Nicolet Advisory Services first reported a position in CSX in Q4 2021 and has held it in 17 quarters since. The position peaked at $576K in Q3 2025. 1,810 funds tracked by Wall St. Rank hold CSX as of Q4 2025.

  • Nicolet Advisory Services held 14,673 shares of CSX Corp worth $517K as of Q4 2025.
  • Nicolet Advisory Services sold 1,335 CSX Corp shares in Q4 2025, an estimated $47.8K.
  • CSX Corp made up 0.03% of Nicolet Advisory Services's portfolio in Q4 2025, its #223 holding.
  • Nicolet Advisory Services first reported a position in CSX Corp in Q4 2021 and has held it in 17 quarters since.
  • Nicolet Advisory Services's CSX Corp position peaked at $576K in Q3 2025.
  • 1,810 funds tracked by Wall St. Rank held CSX Corp as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.