Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s CSX Corp CSX Stock Holding History

Wealth Enhancement Advisory Services’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 		$31.1M Buy
1,073,108
+35,201
+3% +$1.75M 0.05% 355
2026
Q2 		$30.7M Buy
1,037,907
+53,134
+5% +$2.4M 0.05% 318
2026
Q1 		$23.9M Buy
984,773
+176,538
+22% +$6.92M 0.05% 346
2025
Q4 		$29.2M Buy
808,235
+8,642
+1% +$309K 0.04% 374
2025
Q3 		$28.8M Sell
799,593
-34,189
-4% -$1.17M 0.04% 353
2025
Q2 		$28M Sell
833,782
-109,064
-12% -$3.28M 0.05% 336
2025
Q1 		$27.7M Sell
942,846
-2,473
-0.3% -$78.5K 0.05% 321
2024
Q4 		$30.5M Buy
945,319
+78,282
+9% +$2.68M 0.06% 287
2024
Q3 		$29.9M Buy
867,037
+1,937
+0.2% +$65.7K 0.06% 284
2024
Q2 		$28.9M Buy
865,100
+7,966
+0.9% +$271K 0.07% 268
2024
Q1 		$31.8M Sell
857,134
-5,407
-0.6% -$197K 0.08% 241
2023
Q4 		$29.9M Buy
862,541
+19,386
+2% +$618K 0.09% 216
2023
Q3 		$25.9M Buy
843,155
+829,818
+6,222% +$26.3M 0.09% 227
2023
Q2 		$455K Sell
13,337
-724
-5% -$22.9K ﹤0.01% 366
2023
Q1 		$421K Buy
+14,061
New +$432K ﹤0.01% 401
2018
Q4 		– Sell
-85,518
Closed -$1.88M – 175
2018
Q3 		$1.88M Buy
85,518
+33,288
+64% +$793K 0.11% 66
2018
Q2 		$1.16M Buy
+52,230
New +$1.08M 0.07% 104
2017
Q3 		– Sell
-49,050
Closed -$893K – 153
2017
Q2 		$893K Buy
+49,050
New +$840K 0.08% 108

Other funds holding CSX

UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Wealth Enhancement Advisory Services's CSX Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its CSX Corp (CSX) stake by 3.4% in Q3 2026, buying an estimated $1.75M and bringing the position to 1,073,108 shares worth $31.1M. The position accounts for 0.05% of the portfolio, ranked #355.

Wealth Enhancement Advisory Services first reported a position in CSX in Q2 2017 and has held it in 18 quarters since. The position peaked at $31.8M in Q1 2024. 573 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Wealth Enhancement Advisory Services held 1,073,108 shares of CSX Corp worth $31.1M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 35,201 CSX Corp shares in Q3 2026, an estimated $1.75M.
  • CSX Corp made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #355 holding.
  • Wealth Enhancement Advisory Services first reported a position in CSX Corp in Q2 2017 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's CSX Corp position peaked at $31.8M in Q1 2024.
  • 573 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.