Wealthcare Advisory Partners’s CSX Corp CSX Stock Holding History

Wealthcare Advisory Partners’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	$1.26M	Sell	26,488 -2,886	-10%	-$130K	0.02%	458
2026 Q1	$1.21M	Sell	29,374 -3,043	-9%	-$119K	0.02%	470
2025 Q4	$1.18M	Buy	32,417 +1,243	+4%	+$44.5K	0.02%	468
2025 Q3	$1.11M	Sell	31,174 -883	-3%	-$30.2K	0.02%	476
2025 Q2	$1.05M	Sell	32,057 -7,577	-19%	-$228K	0.02%	469
2025 Q1	$1.17M	Sell	39,634 -691	-2%	-$21.9K	0.03%	414
2024 Q4	$1.3M	Buy	40,325 +270	+0.7%	+$9.26K	0.04%	367
2024 Q3	$1.38M	Sell	40,055 -1,196	-3%	-$40.6K	0.04%	341
2024 Q2	$1.38M	Buy	41,251 +15,243	+59%	+$518K	0.04%	307
2024 Q1	$964K	Buy	26,008 +5,155	+25%	+$188K	0.03%	376
2023 Q4	$723K	Buy	20,853 +2,049	+11%	+$65.3K	0.03%	402
2023 Q3	$578K	Sell	18,804 -491	-3%	-$15.6K	0.03%	396
2023 Q2	$658K	Buy	19,295 +741	+4%	+$23.4K	0.03%	380
2023 Q1	$555K	Buy	18,554 +184	+1%	+$5.66K	0.02%	430
2022 Q4	$569K	Sell	18,370 -6,218	-25%	-$187K	0.03%	389
2022 Q3	$655K	Buy	24,588 +6,364	+35%	+$198K	0.04%	300
2022 Q2	$530K	Sell	18,224 -1,242	-6%	-$40.5K	0.03%	313
2022 Q1	$729K	Buy	19,466 +216	+1%	+$7.64K	0.04%	247
2021 Q4	$724K	Buy	19,250 +6,538	+51%	+$231K	0.04%	250
2021 Q3	$378K	Buy	12,712 +4,227	+50%	+$135K	0.02%	365
2021 Q2	$270K	Buy	8,485 +88	+1%	+$2.9K	0.02%	445
2021 Q1	$270K	Buy	8,397 +1,410	+20%	+$43K	0.02%	416
2020 Q4	$211K	Buy	+6,987	New	+$201K	0.02%	390
2020 Q2	–	Sell	-7,641	Closed	-$146K	–	518
2020 Q1	$146K	Buy	7,641 +879	+13%	+$20.5K	0.02%	314
2019 Q4	$163K	Sell	6,762 -342	-5%	-$8.09K	0.02%	325
2019 Q3	$164K	Buy	7,104 +1,794	+34%	+$41.8K	0.02%	304
2019 Q2	$137K	Buy	5,310 +9	+0.2%	+$232	0.02%	326
2019 Q1	$132K	Buy	5,301 +12	+0.2%	+$278	0.02%	294
2018 Q4	$110K	Sell	5,289 -240	-4%	-$5.52K	0.02%	289
2018 Q3	$136K	Buy	5,529 +9	+0.2%	+$214	0.03%	277
2018 Q2	$117K	Buy	5,520 +522	+10%	+$10.8K	0.02%	297
2018 Q1	$93K	Buy	4,998 +1,974	+65%	+$36.9K	0.02%	291
2017 Q4	$55K	Buy	3,024 +99	+3%	+$1.75K	0.01%	355
2017 Q3	$53K	Buy	+2,925	New	+$50.2K	0.02%	296

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

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Wealthcare Advisory Partners's CSX Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its CSX Corp (CSX) stake by 9.8% in Q2 2026, selling an estimated $130K and leaving 26,488 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #458.

Wealthcare Advisory Partners first reported a position in CSX in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.38M in Q3 2024. 447 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Wealthcare Advisory Partners held 26,488 shares of CSX Corp worth $1.26M as of Q2 2026.
Wealthcare Advisory Partners sold 2,886 CSX Corp shares in Q2 2026, an estimated $130K.
CSX Corp made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #458 holding.
Wealthcare Advisory Partners first reported a position in CSX Corp in Q3 2017 and has held it in 34 quarters since.
Wealthcare Advisory Partners's CSX Corp position peaked at $1.38M in Q3 2024.
447 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.