Waddell & Associates’s CSX Corp CSX Stock Holding History

Waddell & Associates’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	$243K	Buy	5,104 +203	+4%	+$9.17K	0.01%	466
2026 Q1	$201K	Buy	+4,901	New	+$192K	0.01%	425

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Waddell & Associates's CSX Position: Q2 2026 in Review

Waddell & Associates increased its CSX Corp (CSX) stake by 4.1% in Q2 2026, buying an estimated $9.17K and bringing the position to 5,104 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #466.

Waddell & Associates first reported a position in CSX in Q1 2026 and has held it in 2 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Waddell & Associates held 5,104 shares of CSX Corp worth $243K as of Q2 2026.
Waddell & Associates bought 203 CSX Corp shares in Q2 2026, an estimated $9.17K.
CSX Corp made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #466 holding.
Waddell & Associates first reported a position in CSX Corp in Q1 2026 and has held it in 2 quarters since.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.