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True Wealth Design’s CSX Corp CSX Stock Holding History

True Wealth Design’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 		$51.4K Hold
1,081
– – 0.01% 479
2026
Q1 		$44.4K Sell
1,081
-60
-5% -$2.35K 0.01% 440
2025
Q4 		$41.4K Sell
1,141
-105
-8% -$3.76K 0.01% 386
2025
Q3 		$44.2K Sell
1,246
-37
-3% -$1.26K 0.01% 354
2025
Q2 		$41.8K Sell
1,283
-6
-0.5% -$181 0.01% 229
2025
Q1 		$37.9K Buy
1,289
+1,130
+711% +$35.9K 0.01% 245
2024
Q4 		$5.12K Buy
159
+86
+118% +$2.95K ﹤0.01% 529
2024
Q3 		$2.52K Sell
73
-1
-1% -$34 ﹤0.01% 724
2024
Q2 		$2.48K Buy
74
+19
+35% +$645 ﹤0.01% 341
2024
Q1 		$2.04K Buy
55
+24
+77% +$876 ﹤0.01% 346
2023
Q4 		$1.07K Hold
31
– – ﹤0.01% 348
2023
Q3 		$954 Hold
31
– – ﹤0.01% 325
2023
Q2 		$1.06K Sell
31
-1,486
-98% -$47K ﹤0.01% 321
2023
Q1 		$45.4K Buy
1,517
+159
+12% +$4.89K 0.02% 162
2022
Q4 		$42.1K Buy
+1,358
New +$40.8K 0.02% 154

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

True Wealth Design's CSX Position: Q2 2026 in Review

True Wealth Design held its CSX Corp (CSX) position steady in Q2 2026 at 1,081 shares worth $51.4K. The position accounts for 0.01% of the portfolio, ranked #479.

True Wealth Design first reported a position in CSX in Q4 2022 and has held it in 15 quarters since. 329 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • True Wealth Design held 1,081 shares of CSX Corp worth $51.4K as of Q2 2026.
  • True Wealth Design left its CSX Corp share count unchanged in Q2 2026.
  • CSX Corp made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #479 holding.
  • True Wealth Design first reported a position in CSX Corp in Q4 2022 and has held it in 15 quarters since.
  • 329 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.