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TrueWealth Advisors’s CSX Corp CSX Stock Holding History

TrueWealth Advisors’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
24,679
+642
+3% +$29K 0.26% 72
2026
Q1 		$987K Buy
24,037
+6,162
+34% +$241K 0.25% 77
2025
Q4 		$648K Buy
17,875
+11,611
+185% +$415K 0.17% 112
2025
Q3 		$222K Buy
6,264
+8
+0.1% +$273 0.06% 213
2025
Q2 		$204K Buy
+6,256
New +$188K 0.06% 213
2025
Q1 		– Sell
-6,467
Closed -$209K – 212
2024
Q4 		$209K Buy
6,467
+136
+2% +$4.66K 0.07% 215
2024
Q3 		$219K Sell
6,331
-2,047
-24% -$69.5K 0.07% 211
2024
Q2 		$280K Sell
8,378
-967
-10% -$32.8K 0.1% 174
2024
Q1 		$346K Buy
9,345
+103
+1% +$3.76K 0.13% 126
2023
Q4 		$320K Sell
9,242
-179
-2% -$5.7K 0.12% 134
2023
Q3 		$290K Buy
9,421
+1
+0% +$32 0.12% 137
2023
Q2 		$321K Sell
9,420
-248
-3% -$7.84K 0.13% 121
2023
Q1 		$289K Buy
+9,668
New +$297K 0.12% 141

Other funds holding CSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TrueWealth Advisors's CSX Position: Q2 2026 in Review

TrueWealth Advisors increased its CSX Corp (CSX) stake by 2.7% in Q2 2026, buying an estimated $29K and bringing the position to 24,679 shares worth $1.17M. The position accounts for 0.26% of the portfolio, ranked #72.

TrueWealth Advisors first reported a position in CSX in Q1 2023 and has held it in 13 quarters since. 879 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • TrueWealth Advisors held 24,679 shares of CSX Corp worth $1.17M as of Q2 2026.
  • TrueWealth Advisors bought 642 CSX Corp shares in Q2 2026, an estimated $29K.
  • CSX Corp made up 0.26% of TrueWealth Advisors's portfolio in Q2 2026, its #72 holding.
  • TrueWealth Advisors first reported a position in CSX Corp in Q1 2023 and has held it in 13 quarters since.
  • 879 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.