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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
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 		$5.21K 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

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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Valued Wealth Advisors's CSX Position: Q2 2026 in Review

Valued Wealth Advisors increased its CSX Corp (CSX) stake by 23% in Q2 2026, buying an estimated $4.29K and bringing the position to 506 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #177.

Valued Wealth Advisors first reported a position in CSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.7K in Q2 2024. 432 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Valued Wealth Advisors held 506 shares of CSX Corp worth $24.1K as of Q2 2026.
  • Valued Wealth Advisors bought 95 CSX Corp shares in Q2 2026, an estimated $4.29K.
  • CSX Corp made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #177 holding.
  • Valued Wealth Advisors first reported a position in CSX Corp in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's CSX Corp position peaked at $35.7K in Q2 2024.
  • 432 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.