OPS
CSX icon

Orion Portfolio Solutions’s CSX Corp CSX Stock Holding History

Orion Portfolio Solutions’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
Q1 		$6.86M Buy
232,958
+3,434
+1% +$109K 0.07% 278
2024
Q4 		$7.41M Buy
229,524
+27,698
+14% +$950K 0.07% 244
2024
Q3 		$6.97M Sell
201,826
-392
-0.2% -$13.3K 0.07% 269
2024
Q2 		$6.76M Buy
202,218
+1,394
+0.7% +$47.3K 0.07% 251
2024
Q1 		$7.44M Buy
200,824
+3,087
+2% +$113K 0.08% 249
2023
Q4 		$6.86M Buy
197,737
+832
+0.4% +$26.5K 0.08% 240
2023
Q3 		$6.05M Buy
196,905
+3,475
+2% +$110K 0.07% 258
2023
Q2 		$6.6M Sell
193,430
-24,949
-11% -$789K 0.07% 266
2023
Q1 		$6.54M Buy
218,379
+187,644
+611% +$5.77M 0.08% 217
2022
Q4 		$952K Buy
30,735
+1,510
+5% +$45.4K 0.03% 321
2022
Q3 		$779K Buy
29,225
+2,025
+7% +$62.9K 0.03% 314
2022
Q2 		$790K Buy
27,200
+49
+0.2% +$1.6K 0.03% 294
2022
Q1 		$1.02M Sell
27,151
-148
-0.5% -$5.24K 0.04% 262
2021
Q4 		$1.03M Buy
27,299
+1,796
+7% +$63.3K 0.03% 264
2021
Q3 		$758K Buy
25,503
+1,828
+8% +$58.5K 0.03% 304
2021
Q2 		$759K Sell
23,675
-466
-2% -$15.4K 0.03% 274
2021
Q1 		$776K Sell
24,141
-630
-3% -$19.2K 0.03% 243
2020
Q4 		$749K Sell
24,771
-789
-3% -$22.7K 0.03% 233
2020
Q3 		$662K Buy
25,560
+513
+2% +$12.7K 0.03% 224
2020
Q2 		$582K Buy
25,047
+2,094
+9% +$46.3K 0.03% 216
2020
Q1 		$438K Buy
22,953
+1,986
+9% +$46.4K 0.03% 214
2019
Q4 		$506K Buy
+20,967
New +$496K 0.04% 205

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

Orion Portfolio Solutions's CSX Position: Q1 2025 in Review

Orion Portfolio Solutions increased its CSX Corp (CSX) stake by 1.5% in Q1 2025, buying an estimated $109K and bringing the position to 232,958 shares worth $6.86M. The position accounts for 0.07% of the portfolio, ranked #278.

Orion Portfolio Solutions first reported a position in CSX in Q4 2019 and has held it in 22 quarters since. The position peaked at $7.44M in Q1 2024. 1,665 funds tracked by Wall St. Rank hold CSX as of Q1 2025.

  • Orion Portfolio Solutions held 232,958 shares of CSX Corp worth $6.86M as of Q1 2025.
  • Orion Portfolio Solutions bought 3,434 CSX Corp shares in Q1 2025, an estimated $109K.
  • CSX Corp made up 0.07% of Orion Portfolio Solutions's portfolio in Q1 2025, its #278 holding.
  • Orion Portfolio Solutions first reported a position in CSX Corp in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's CSX Corp position peaked at $7.44M in Q1 2024.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.