Optivise Advisory Services’s CSX Corp CSX Stock Holding History

Optivise 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
2026 Q2	$339K	Buy	7,142 +730	+11%	+$33K	0.17%	144
2026 Q1	$263K	Buy	6,412 +481	+8%	+$18.9K	0.16%	148
2025 Q4	$215K	Buy	+5,931	New	+$212K	0.12%	181

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Optivise Advisory Services's CSX Position: Q2 2026 in Review

Optivise Advisory Services increased its CSX Corp (CSX) stake by 11% in Q2 2026, buying an estimated $33K and bringing the position to 7,142 shares worth $339K. The position accounts for 0.17% of the portfolio, ranked #144.

Optivise Advisory Services first reported a position in CSX in Q4 2025 and has held it in 3 quarters since. 665 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Optivise Advisory Services held 7,142 shares of CSX Corp worth $339K as of Q2 2026.
Optivise Advisory Services bought 730 CSX Corp shares in Q2 2026, an estimated $33K.
CSX Corp made up 0.17% of Optivise Advisory Services's portfolio in Q2 2026, its #144 holding.
Optivise Advisory Services first reported a position in CSX Corp in Q4 2025 and has held it in 3 quarters since.
665 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.