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Triad Wealth Partners’s CSX Corp CSX Stock Holding History

Triad 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 		$527K Buy
10,576
+2,716
+35% +$123K 0.03% 300
2026
Q1 		$323K Buy
7,860
+1,854
+31% +$72.7K 0.03% 379
2025
Q4 		$218K Buy
+6,006
New +$215K 0.02% 441
2024
Q3 		– Sell
-45
Closed -$1.5K – 234
2024
Q2 		$1.5K Buy
+45
New +$1.53K ﹤0.01% 806

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

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

Triad Wealth Partners increased its CSX Corp (CSX) stake by 35% in Q2 2026, buying an estimated $123K and bringing the position to 10,576 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #300.

Triad Wealth Partners first reported a position in CSX in Q2 2024 and has held it in 4 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Triad Wealth Partners held 10,576 shares of CSX Corp worth $527K as of Q2 2026.
  • Triad Wealth Partners bought 2,716 CSX Corp shares in Q2 2026, an estimated $123K.
  • CSX Corp made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #300 holding.
  • Triad Wealth Partners first reported a position in CSX Corp in Q2 2024 and has held it in 4 quarters since.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.