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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
Q3 		$1.1M Sell
23,720
-959
-4% -$47.6K 0.25% 79
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

TrueWealth Advisors's CSX Position: Q3 2026 in Review

TrueWealth Advisors reduced its CSX Corp (CSX) stake by 3.9% in Q3 2026, selling an estimated $47.6K and leaving 23,720 shares worth $1.1M. The position accounts for 0.25% of the portfolio, ranked #79.

TrueWealth Advisors first reported a position in CSX in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.17M in Q2 2026. 1,725 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • TrueWealth Advisors held 23,720 shares of CSX Corp worth $1.1M as of Q3 2026.
  • TrueWealth Advisors sold 959 CSX Corp shares in Q3 2026, an estimated $47.6K.
  • CSX Corp made up 0.25% of TrueWealth Advisors's portfolio in Q3 2026, its #79 holding.
  • TrueWealth Advisors first reported a position in CSX Corp in Q1 2023 and has held it in 14 quarters since.
  • TrueWealth Advisors's CSX Corp position peaked at $1.17M in Q2 2026.
  • 1,725 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.