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 Q3	$650K	Buy	13,979 +4,910	+54%	+$243K	0.03%	229
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Locust Wood Capital Advisers New York $4.43B AUM 19.95% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Turtle Creek Wealth Advisors's CSX Position: Q3 2026 in Review

Turtle Creek Wealth Advisors increased its CSX Corp (CSX) stake by 54% in Q3 2026, buying an estimated $243K and bringing the position to 13,979 shares worth $650K. The position accounts for 0.03% of the portfolio, ranked #229.

Turtle Creek Wealth Advisors first reported a position in CSX in Q4 2023 and has held it in 6 quarters since. 1,045 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Turtle Creek Wealth Advisors held 13,979 shares of CSX Corp worth $650K as of Q3 2026.
Turtle Creek Wealth Advisors bought 4,910 CSX Corp shares in Q3 2026, an estimated $243K.
CSX Corp made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #229 holding.
Turtle Creek Wealth Advisors first reported a position in CSX Corp in Q4 2023 and has held it in 6 quarters since.
1,045 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.