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Northwest & Ethical Investments’s CSX Corp CSX Stock Holding History

Northwest & Ethical Investments’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 		$2.26M Sell
47,609
-75,874
-61% -$3.43M 0.05% 198
2026
Q1 		$5.07M Sell
123,483
-2,298
-2% -$90.1K 0.12% 165
2025
Q4 		$4.56M Sell
125,781
-75,721
-38% -$2.71M 0.1% 186
2025
Q3 		$7.16M Sell
201,502
-22,049
-10% -$753K 0.17% 147
2025
Q2 		$7.29M Buy
223,551
+74,535
+50% +$2.24M 0.18% 149
2025
Q1 		$4.39M Sell
149,016
-109,496
-42% -$3.48M 0.12% 190
2024
Q4 		$8.34M Hold
258,512
– – 0.23% 139
2024
Q3 		$8.93M Sell
258,512
-56,369
-18% -$1.91M 0.24% 129
2024
Q2 		$10.5M Sell
314,881
-4,850
-2% -$165K 0.3% 110
2024
Q1 		$11.9M Sell
319,731
-18,691
-6% -$682K 0.34% 98
2023
Q4 		$11.7M Sell
338,422
-6,739
-2% -$215K 0.36% 95
2023
Q3 		$10.6M Buy
345,161
+68,533
+25% +$2.17M 0.36% 93
2023
Q2 		$9.43M Hold
276,628
– – 0.3% 108
2023
Q1 		$8.28M Sell
276,628
-4,034
-1% -$124K 0.27% 117
2022
Q4 		$8.69M Buy
+280,662
New +$8.44M 0.3% 114
2017
Q2 		– Sell
-106,071
Closed -$1.65M – 368
2017
Q1 		$1.65M Sell
106,071
-104,442
-50% -$1.59M 0.11% 220
2016
Q4 		$2.52M Buy
+210,513
New +$2.36M 0.17% 150
2013
Q4 		– Sell
-1,197,075
Closed -$10.3M – 231
2013
Q3 		$10.3M Sell
1,197,075
-131,700
-10% -$1.11M 0.75% 34
2013
Q2 		$10.3M Buy
+1,328,775
New +$10.9M 0.81% 33

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

Northwest & Ethical Investments's CSX Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its CSX Corp (CSX) stake by 61% in Q2 2026, selling an estimated $3.43M and leaving 47,609 shares worth $2.26M. The position accounts for 0.05% of the portfolio, ranked #198.

Northwest & Ethical Investments first reported a position in CSX in Q2 2013 and has held it in 19 quarters since. The position peaked at $11.9M in Q1 2024. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Northwest & Ethical Investments held 47,609 shares of CSX Corp worth $2.26M as of Q2 2026.
  • Northwest & Ethical Investments sold 75,874 CSX Corp shares in Q2 2026, an estimated $3.43M.
  • CSX Corp made up 0.05% of Northwest & Ethical Investments's portfolio in Q2 2026, its #198 holding.
  • Northwest & Ethical Investments first reported a position in CSX Corp in Q2 2013 and has held it in 19 quarters since.
  • Northwest & Ethical Investments's CSX Corp position peaked at $11.9M in Q1 2024.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.