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

Wealth Enhancement Trust 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 		$382K Sell
8,041
-2,060
-20% -$93K 0.04% 233
2026
Q1 		$415K Buy
10,101
+7,320
+263% +$287K 0.05% 220
2025
Q4 		$101K Buy
+2,781
New +$99.5K 0.01% 324

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its CSX Corp (CSX) stake by 20% in Q2 2026, selling an estimated $93K and leaving 8,041 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #233.

Wealth Enhancement Trust Services first reported a position in CSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $415K in Q1 2026. 1,540 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Wealth Enhancement Trust Services held 8,041 shares of CSX Corp worth $382K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 2,060 CSX Corp shares in Q2 2026, an estimated $93K.
  • CSX Corp made up 0.04% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #233 holding.
  • Wealth Enhancement Trust Services first reported a position in CSX Corp in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's CSX Corp position peaked at $415K in Q1 2026.
  • 1,540 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

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