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Sagespring Wealth Partners’s CSX Corp CSX Stock Holding History

Sagespring Wealth Partners’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 		$1.17M Buy
24,701
+2,941
+14% +$133K 0.02% 311
2026
Q1 		$893K Buy
21,760
+1,364
+7% +$53.5K 0.02% 350
2025
Q4 		$739K Buy
20,396
+2,072
+11% +$74.1K 0.01% 375
2025
Q3 		$651K Sell
18,324
-1,358
-7% -$46.4K 0.01% 401
2025
Q2 		$642K Buy
19,682
+6,595
+50% +$198K 0.01% 372
2025
Q1 		$385K Buy
13,087
+415
+3% +$13.2K 0.01% 454
2024
Q4 		$409K Buy
+12,672
New +$435K 0.01% 393

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Sagespring Wealth Partners increased its CSX Corp (CSX) stake by 14% in Q2 2026, buying an estimated $133K and bringing the position to 24,701 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #311.

Sagespring Wealth Partners first reported a position in CSX in Q4 2024 and has held it in 7 quarters since. 1,996 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Sagespring Wealth Partners held 24,701 shares of CSX Corp worth $1.17M as of Q2 2026.
  • Sagespring Wealth Partners bought 2,941 CSX Corp shares in Q2 2026, an estimated $133K.
  • CSX Corp made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #311 holding.
  • Sagespring Wealth Partners first reported a position in CSX Corp in Q4 2024 and has held it in 7 quarters since.
  • 1,996 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.