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VELA Investment Management’s CSX Corp CSX Stock Holding History

VELA Investment Management’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 		$7.88M Sell
165,693
-16,879
-9% -$762K 1.72% 12
2026
Q1 		$7.49M Sell
182,572
-9,355
-5% -$367K 1.75% 10
2025
Q4 		$6.96M Sell
191,927
-10,649
-5% -$381K 1.65% 9
2025
Q3 		$7.19M Buy
202,576
+28,473
+16% +$972K 1.75% 12
2025
Q2 		$5.68M Buy
174,103
+19,591
+13% +$590K 1.54% 14
2025
Q1 		$4.55M Buy
154,512
+73,977
+92% +$2.35M 1.43% 16
2024
Q4 		$2.6M Buy
80,535
+46,950
+140% +$1.61M 0.72% 45
2024
Q3 		$1.16M Buy
33,585
+33
+0.1% +$1.12K 0.36% 97
2024
Q2 		$1.12M Buy
33,552
+1,038
+3% +$35.3K 0.35% 104
2024
Q1 		$1.21M Hold
32,514
– – 0.41% 82
2023
Q4 		$1.13M Hold
32,514
– – 0.43% 81
2023
Q3 		$1,000K Hold
32,514
– – 0.44% 78
2023
Q2 		$1.11M Buy
32,514
+2,215
+7% +$70.1K 0.51% 70
2023
Q1 		$907K Buy
30,299
+13,763
+83% +$423K 0.41% 83
2022
Q4 		$512K Buy
16,536
+6,081
+58% +$183K 0.25% 110
2022
Q3 		$279K Hold
10,455
– – 0.16% 127
2022
Q2 		$304K Hold
10,455
– – 0.17% 124
2022
Q1 		$392K Hold
10,455
– – 0.25% 102
2021
Q4 		$393K Buy
+10,455
New +$369K 0.26% 105

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VELA Investment Management's CSX Position: Q2 2026 in Review

VELA Investment Management reduced its CSX Corp (CSX) stake by 9.2% in Q2 2026, selling an estimated $762K and leaving 165,693 shares worth $7.88M. The position accounts for 1.72% of the portfolio, ranked #12.

VELA Investment Management first reported a position in CSX in Q4 2021 and has held it in 19 quarters since. 1,996 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • VELA Investment Management held 165,693 shares of CSX Corp worth $7.88M as of Q2 2026.
  • VELA Investment Management sold 16,879 CSX Corp shares in Q2 2026, an estimated $762K.
  • CSX Corp made up 1.72% of VELA Investment Management's portfolio in Q2 2026, its #12 holding.
  • VELA Investment Management first reported a position in CSX Corp in Q4 2021 and has held it in 19 quarters since.
  • 1,996 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.