Osterweis Capital Management’s CSX Corp CSX Stock Holding History

Osterweis Capital Management’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	-30	Closed	-$883	–	311
2025 Q1	$883	Buy	+30	New	+$953	﹤0.01%	243

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Osterweis Capital Management's CSX Position: Q2 2025 in Review

Osterweis Capital Management sold out of CSX Corp (CSX) in Q2 2025, closing a stake of 30 shares — an estimated $883 sold.

Osterweis Capital Management first reported a position in CSX in Q1 2025 and held it in 1 quarter. The position peaked at $883 in Q1 2025. 1,697 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

Osterweis Capital Management reported no remaining CSX Corp position as of Q2 2025 after selling out during the quarter.
Osterweis Capital Management sold 30 CSX Corp shares in Q2 2025, an estimated $883.
Osterweis Capital Management first reported a position in CSX Corp in Q1 2025 and held it in 1 quarter.
Osterweis Capital Management's CSX Corp position peaked at $883 in Q1 2025.
1,697 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.