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Wealth Group’s CSX Corp CSX Stock Holding History

Wealth Group’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
2025
Q2 		$245K Buy
+7,500
New +$226K 0.24% 77
2025
Q1 		– Sell
-9,390
Closed -$303K – 158
2024
Q4 		$303K Buy
+9,390
New +$322K 0.2% 118
2024
Q3 		– Sell
-9,340
Closed -$312K – 156
2024
Q2 		$312K Buy
9,340
+205
+2% +$6.96K 0.22% 113
2024
Q1 		$339K Buy
+9,135
New +$333K 0.26% 97

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wealth Group's CSX Position: Q2 2025 in Review

Wealth Group opened a new position in CSX Corp (CSX) in Q2 2025: 7,500 shares worth $245K. The stake represents 0.24% of the portfolio and ranks #77 among its holdings. This is a return to the name: Wealth Group previously reported a position in CSX as recently as Q4 2024.

Wealth Group first reported a position in CSX in Q1 2024 and has held it in 4 quarters since. The position peaked at $339K in Q1 2024. 1,697 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

  • Wealth Group held 7,500 shares of CSX Corp worth $245K as of Q2 2025.
  • CSX Corp was a new Wealth Group position in Q2 2025.
  • CSX Corp made up 0.24% of Wealth Group's portfolio in Q2 2025, its #77 holding.
  • Wealth Group first reported a position in CSX Corp in Q1 2024 and has held it in 4 quarters since.
  • Wealth Group's CSX Corp position peaked at $339K in Q1 2024.
  • 1,697 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.