Wealth Enhancement Advisory Services
CSX icon

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
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

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services's CSX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its CSX Corp (CSX) stake by 5.4% in Q2 2026, buying an estimated $2.4M and bringing the position to 1,037,907 shares worth $30.7M. The position accounts for 0.05% of the portfolio, ranked #318.

Wealth Enhancement Advisory Services first reported a position in CSX in Q2 2017 and has held it in 17 quarters since. The position peaked at $31.8M in Q1 2024. 321 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,037,907 shares of CSX Corp worth $30.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 53,134 CSX Corp shares in Q2 2026, an estimated $2.4M.
  • CSX Corp made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #318 holding.
  • Wealth Enhancement Advisory Services first reported a position in CSX Corp in Q2 2017 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's CSX Corp position peaked at $31.8M in Q1 2024.
  • 321 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.