True Wealth Design
CSX icon

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
Q3 		$60K Buy
1,291
+210
+19% +$10.4K 0.01% 443
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 		$1.08K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

True Wealth Design's CSX Position: Q3 2026 in Review

True Wealth Design increased its CSX Corp (CSX) stake by 19% in Q3 2026, buying an estimated $10.4K and bringing the position to 1,291 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #443.

True Wealth Design first reported a position in CSX in Q4 2022 and has held it in 16 quarters since. 1,331 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • True Wealth Design held 1,291 shares of CSX Corp worth $60K as of Q3 2026.
  • True Wealth Design bought 210 CSX Corp shares in Q3 2026, an estimated $10.4K.
  • CSX Corp made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #443 holding.
  • True Wealth Design first reported a position in CSX Corp in Q4 2022 and has held it in 16 quarters since.
  • 1,331 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.