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ORBA Wealth Advisors’s CSX Corp CSX Stock Holding History

ORBA Wealth Advisors’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
Q2 		– Sell
-9,533
Closed -$281K – 81
2025
Q1 		$281K Hold
9,533
– – 0.14% 88
2024
Q4 		$308K Sell
9,533
-125
-1% -$4.29K 0.16% 84
2024
Q3 		$333K Sell
9,658
-412
-4% -$14K 0.17% 86
2024
Q2 		$337K Buy
10,070
+674
+7% +$22.9K 0.17% 78
2024
Q1 		$348K Buy
9,396
+300
+3% +$10.9K 0.19% 73
2023
Q4 		$315K Buy
+9,096
New +$290K 0.19% 74

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

ORBA Wealth Advisors's CSX Position: Q2 2025 in Review

ORBA Wealth Advisors sold out of CSX Corp (CSX) in Q2 2025, closing a stake of 9,533 shares — an estimated $281K sold.

ORBA Wealth Advisors first reported a position in CSX in Q4 2023 and held it in 6 quarters. The position peaked at $348K in Q1 2024. 1,697 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

  • ORBA Wealth Advisors reported no remaining CSX Corp position as of Q2 2025 after selling out during the quarter.
  • ORBA Wealth Advisors sold 9,533 CSX Corp shares in Q2 2025, an estimated $281K.
  • ORBA Wealth Advisors first reported a position in CSX Corp in Q4 2023 and held it in 6 quarters.
  • ORBA Wealth Advisors's CSX Corp position peaked at $348K in Q1 2024.
  • 1,697 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on ORBA Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.