Valued Wealth Advisors
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Valued Wealth Advisors’s CSX Corp CSX Stock Holding History

Valued 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 		$25.8K Buy
555
+49
+10% +$2.43K 0.01% 178
2026
Q2 		$24.1K Buy
506
+95
+23% +$4.29K 0.01% 177
2026
Q1 		$16.9K Buy
411
+132
+47% +$5.17K 0.01% 200
2025
Q4 		$10.1K Buy
279
+132
+90% +$4.72K ﹤0.01% 219
2025
Q3 		$5.2K Buy
147
+36
+32% +$1.23K ﹤0.01% 283
2025
Q2 		$3.64K Sell
111
-157
-59% -$4.72K ﹤0.01% 324
2025
Q1 		$7.88K Sell
268
-685
-72% -$21.8K ﹤0.01% 259
2024
Q4 		$30.8K Buy
953
+110
+13% +$3.77K 0.02% 121
2024
Q3 		$29.1K Sell
843
-224
-21% -$7.6K 0.02% 113
2024
Q2 		$35.7K Buy
1,067
+129
+14% +$4.38K 0.02% 90
2024
Q1 		$34.8K Buy
938
+594
+173% +$21.7K 0.02% 86
2023
Q4 		$10.6K Buy
+344
New +$11K 0.01% 113

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

Valued Wealth Advisors's CSX Position: Q3 2026 in Review

Valued Wealth Advisors increased its CSX Corp (CSX) stake by 9.7% in Q3 2026, buying an estimated $2.43K and bringing the position to 555 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #178.

Valued Wealth Advisors first reported a position in CSX in Q4 2023 and has held it in 12 quarters since. The position peaked at $35.7K in Q2 2024. 1,331 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Valued Wealth Advisors held 555 shares of CSX Corp worth $25.8K as of Q3 2026.
  • Valued Wealth Advisors bought 49 CSX Corp shares in Q3 2026, an estimated $2.43K.
  • CSX Corp made up 0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #178 holding.
  • Valued Wealth Advisors first reported a position in CSX Corp in Q4 2023 and has held it in 12 quarters since.
  • Valued Wealth Advisors's CSX Corp position peaked at $35.7K in Q2 2024.
  • 1,331 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.