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WCG Wealth Advisors’s CSX Corp CSX Stock Holding History

WCG 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 		$744K Sell
15,655
-380
-2% -$17.2K 0.02% 440
2026
Q1 		$658K Buy
16,035
+923
+6% +$36.2K 0.02% 429
2025
Q4 		$548K Buy
+15,112
New +$541K 0.02% 438
2023
Q4 		– Sell
-14,440
Closed -$444K – 296
2023
Q3 		$444K Buy
14,440
+3,626
+34% +$115K 0.03% 245
2023
Q2 		$369K Buy
+10,814
New +$342K 0.04% 145

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 $3.38T AUM 44.17% 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

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

WCG Wealth Advisors reduced its CSX Corp (CSX) stake by 2.4% in Q2 2026, selling an estimated $17.2K and leaving 15,655 shares worth $744K. The position accounts for 0.02% of the portfolio, ranked #440.

WCG Wealth Advisors first reported a position in CSX in Q2 2023 and has held it in 5 quarters since. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • WCG Wealth Advisors held 15,655 shares of CSX Corp worth $744K as of Q2 2026.
  • WCG Wealth Advisors sold 380 CSX Corp shares in Q2 2026, an estimated $17.2K.
  • CSX Corp made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #440 holding.
  • WCG Wealth Advisors first reported a position in CSX Corp in Q2 2023 and has held it in 5 quarters since.
  • 2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.