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Partners Wealth Management’s CSX Corp CSX Stock Holding History

Partners Wealth 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
2026
Q2 		$975K Sell
20,520
-773
-4% -$34.9K 0.96% 31
2026
Q1 		$874K Sell
21,293
-498
-2% -$19.5K 0.9% 32
2025
Q4 		$790K Sell
21,791
-334
-2% -$12K 0.83% 36
2025
Q3 		$786K Sell
22,125
-1,980
-8% -$67.6K 0.78% 36
2025
Q2 		$712K Hold
24,105
– – 0.81% 41
2025
Q1 		$709K Sell
24,105
-199
-0.8% -$6.32K 0.8% 41
2024
Q4 		$784K Buy
+24,304
New +$834K 0.89% 34

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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Partners Wealth Management's CSX Position: Q2 2026 in Review

Partners Wealth Management reduced its CSX Corp (CSX) stake by 3.6% in Q2 2026, selling an estimated $34.9K and leaving 20,520 shares worth $975K. The position accounts for 0.96% of the portfolio, ranked #31.

Partners Wealth Management first reported a position in CSX in Q4 2024 and has held it in 7 quarters since. 556 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Partners Wealth Management held 20,520 shares of CSX Corp worth $975K as of Q2 2026.
  • Partners Wealth Management sold 773 CSX Corp shares in Q2 2026, an estimated $34.9K.
  • CSX Corp made up 0.96% of Partners Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Partners Wealth Management first reported a position in CSX Corp in Q4 2024 and has held it in 7 quarters since.
  • 556 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.