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Robertson Stephens Wealth Management’s CSX Corp CSX Stock Holding History

Robertson Stephens 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 		$780K Sell
16,417
-60
-0.4% -$2.71K 0.02% 362
2026
Q1 		$676K Sell
16,477
-307
-2% -$12K 0.02% 366
2025
Q4 		$608K Buy
16,784
+7,845
+88% +$281K 0.02% 390
2025
Q3 		$317K Buy
8,939
+403
+5% +$13.8K 0.01% 434
2025
Q2 		$279K Sell
8,536
-250
-3% -$7.52K 0.01% 468
2025
Q1 		$259K Sell
8,786
-2,707
-24% -$86K 0.01% 476
2024
Q4 		$371K Sell
11,493
-17,482
-60% -$600K 0.01% 424
2024
Q3 		$1M Sell
28,975
-4,104
-12% -$139K 0.04% 283
2024
Q2 		$1.11M Sell
33,079
-3,203
-9% -$109K 0.06% 213
2024
Q1 		$1.34M Buy
36,282
+21,656
+148% +$790K 0.07% 196
2023
Q4 		$507K Sell
14,626
-5,755
-28% -$183K 0.03% 308
2023
Q3 		$627K Sell
20,381
-3,597
-15% -$114K 0.04% 268
2023
Q2 		$818K Buy
23,978
+1,617
+7% +$51.1K 0.06% 216
2023
Q1 		$669K Sell
22,361
-592
-3% -$18.2K 0.05% 253
2022
Q4 		$711K Sell
22,953
-6,005
-21% -$181K 0.07% 212
2022
Q3 		$771K Buy
28,958
+3,975
+16% +$124K 0.08% 180
2022
Q2 		$726K Sell
24,983
-309
-1% -$10.1K 0.07% 194
2022
Q1 		$947K Buy
25,292
+311
+1% +$11K 0.08% 188
2021
Q4 		$939K Buy
24,981
+4,924
+25% +$174K 0.08% 191
2021
Q3 		$596K Buy
20,057
+17
+0.1% +$544 0.07% 184
2021
Q2 		$642K Hold
20,040
– – 0.08% 179
2021
Q1 		$644K Buy
20,040
+345
+2% +$10.5K 0.1% 153
2020
Q4 		$595K Hold
19,695
– – 0.12% 125
2020
Q3 		$509K Buy
+19,695
New +$486K 0.13% 131

Other funds holding CSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robertson Stephens Wealth Management's CSX Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its CSX Corp (CSX) stake by 0.36% in Q2 2026, selling an estimated $2.71K and leaving 16,417 shares worth $780K. The position accounts for 0.02% of the portfolio, ranked #362.

Robertson Stephens Wealth Management first reported a position in CSX in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.34M in Q1 2024. 905 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Robertson Stephens Wealth Management held 16,417 shares of CSX Corp worth $780K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 60 CSX Corp shares in Q2 2026, an estimated $2.71K.
  • CSX Corp made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #362 holding.
  • Robertson Stephens Wealth Management first reported a position in CSX Corp in Q3 2020 and has held it in 24 quarters since.
  • Robertson Stephens Wealth Management's CSX Corp position peaked at $1.34M in Q1 2024.
  • 905 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.