Sage Private Wealth Group’s CSX Corp CSX Stock Holding History

Sage Private Wealth Group’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	$219K	Sell	4,604 -885	-16%	-$40K	0.1%	97
2026 Q1	$225K	Sell	5,489 -943	-15%	-$37K	0.11%	92
2025 Q4	$233K	Sell	6,432 -639	-9%	-$22.9K	0.13%	86
2025 Q3	$251K	Hold	7,071	–	–	0.14%	86
2025 Q2	$231K	Sell	7,071 -1,950	-22%	-$58.7K	0.15%	81
2025 Q1	$265K	Hold	9,021	–	–	0.2%	74
2024 Q4	$291K	Hold	9,021	–	–	0.22%	69
2024 Q3	$311K	Sell	9,021 -2,052	-19%	-$69.6K	0.25%	70
2024 Q2	$370K	Sell	11,073 -157	-1%	-$5.33K	0.31%	49
2024 Q1	$416K	Sell	11,230 -140	-1%	-$5.11K	0.33%	42
2023 Q4	$394K	Buy	11,370 +2,227	+24%	+$70.9K	0.35%	38
2023 Q3	$281K	Buy	9,143 +23	+0.3%	+$729	0.39%	37
2023 Q2	$311K	Hold	9,120	–	–	0.42%	32
2023 Q1	$273K	Hold	9,120	–	–	0.31%	37
2022 Q4	$283K	Hold	9,120	–	–	0.34%	36
2022 Q3	$243K	Hold	9,120	–	–	0.32%	41
2022 Q2	$265K	Hold	9,120	–	–	0.38%	40
2022 Q1	$342K	Hold	9,120	–	–	0.33%	34
2021 Q4	$342K	Hold	9,120	–	–	0.43%	29
2021 Q3	$271K	Hold	9,120	–	–	0.37%	30
2021 Q2	$293K	Hold	9,120	–	–	0.4%	28
2021 Q1	$293K	Hold	9,120	–	–	0.51%	25
2020 Q4	$276K	Buy	+9,120	New	+$262K	0.77%	24

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sage Private Wealth Group's CSX Position: Q2 2026 in Review

Sage Private Wealth Group reduced its CSX Corp (CSX) stake by 16% in Q2 2026, selling an estimated $40K and leaving 4,604 shares worth $219K. The position accounts for 0.1% of the portfolio, ranked #97.

Sage Private Wealth Group first reported a position in CSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $416K in Q1 2024. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Sage Private Wealth Group held 4,604 shares of CSX Corp worth $219K as of Q2 2026.
Sage Private Wealth Group sold 885 CSX Corp shares in Q2 2026, an estimated $40K.
CSX Corp made up 0.1% of Sage Private Wealth Group's portfolio in Q2 2026, its #97 holding.
Sage Private Wealth Group first reported a position in CSX Corp in Q4 2020 and has held it in 23 quarters since.
Sage Private Wealth Group's CSX Corp position peaked at $416K in Q1 2024.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.