Turtle Creek Wealth Advisors’s CSX Corp CSX Stock Holding History

Turtle Creek Wealth 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	$431K	Buy	9,069 +160	+2%	+$7.22K	0.02%	286
2026 Q1	$366K	Buy	8,909 +1,204	+16%	+$47.2K	0.03%	279
2025 Q4	$279K	Buy	7,705 +958	+14%	+$34.3K	0.02%	316
2025 Q3	$240K	Buy	+6,747	New	+$230K	0.02%	320
2024 Q1	–	Sell	-988	Closed	-$34.3K	–	336
2023 Q4	$34.3K	Buy	+988	New	+$31.5K	0.01%	326

Other funds holding CSX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Turtle Creek Wealth Advisors's CSX Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its CSX Corp (CSX) stake by 1.8% in Q2 2026, buying an estimated $7.22K and bringing the position to 9,069 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #286.

Turtle Creek Wealth Advisors first reported a position in CSX in Q4 2023 and has held it in 5 quarters since. 1,013 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Turtle Creek Wealth Advisors held 9,069 shares of CSX Corp worth $431K as of Q2 2026.
Turtle Creek Wealth Advisors bought 160 CSX Corp shares in Q2 2026, an estimated $7.22K.
CSX Corp made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #286 holding.
Turtle Creek Wealth Advisors first reported a position in CSX Corp in Q4 2023 and has held it in 5 quarters since.
1,013 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.