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Wealthspire Advisors (New York)’s CSX Corp CSX Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$2.76M Buy
67,192
+27,072
+67% +$1.06M 0.02% 237
2025
Q4 		$1.45M Buy
40,120
+13,542
+51% +$485K 0.01% 357
2025
Q3 		$944K Sell
26,578
-2,557
-9% -$87.3K ﹤0.01% 403
2025
Q2 		$951K Sell
29,135
-31,705
-52% -$954K 0.01% 398
2025
Q1 		$1.79M Buy
60,840
+31,892
+110% +$1.01M 0.01% 292
2024
Q4 		$934K Buy
28,948
+2,021
+8% +$69.3K 0.01% 382
2024
Q3 		$930K Sell
26,927
-3,870
-13% -$131K 0.01% 385
2024
Q2 		$1.03M Buy
30,797
+153
+0.5% +$5.2K 0.01% 309
2024
Q1 		$1.14M Sell
30,644
-663
-2% -$24.2K 0.02% 296
2023
Q4 		$1.09M Sell
31,307
-222
-0.7% -$7.07K 0.02% 298
2023
Q3 		$970K Buy
31,529
+209
+0.7% +$6.62K 0.02% 285
2023
Q2 		$1.07M Buy
31,320
+50
+0.2% +$1.58K 0.02% 239
2023
Q1 		$936K Sell
31,270
-6,097
-16% -$187K 0.02% 255
2022
Q4 		$1.16M Buy
37,367
+5,996
+19% +$180K 0.02% 236
2022
Q3 		$836K Buy
31,371
+6,117
+24% +$190K 0.02% 250
2022
Q2 		$734K Buy
25,254
+5,385
+27% +$176K 0.02% 255
2022
Q1 		$744K Sell
19,869
-14,061
-41% -$497K 0.02% 220
2021
Q4 		$1.28M Buy
33,930
+4,036
+14% +$142K 0.03% 198
2021
Q3 		$889K Buy
+29,894
New +$957K 0.02% 269
2021
Q2 		– Sell
-43,824
Closed -$1.41M – 437
2021
Q1 		$1.41M Buy
43,824
+22,323
+104% +$681K 0.03% 217
2020
Q4 		$650K Buy
21,501
+6,681
+45% +$192K 0.02% 264
2020
Q3 		$384K Buy
14,820
+1,809
+14% +$44.6K 0.02% 205
2020
Q2 		$302K Sell
13,011
-10,338
-44% -$229K 0.02% 207
2020
Q1 		$446K Buy
23,349
+14,649
+168% +$342K 0.02% 311
2019
Q4 		$210K Buy
+8,700
New +$206K 0.02% 196
2019
Q1 		– Sell
-2,508
Closed -$52K – 214
2018
Q4 		$52K Buy
+2,508
New +$57.7K 0.01% 181

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s CSX Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its CSX Corp (CSX) stake by 67% in Q1 2026, buying an estimated $1.06M and bringing the position to 67,192 shares worth $2.76M. The position accounts for 0.02% of the portfolio, ranked #237.

Wealthspire Advisors (New York) first reported a position in CSX in Q4 2018 and has held it in 26 quarters since. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Wealthspire Advisors (New York) held 67,192 shares of CSX Corp worth $2.76M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 27,072 CSX Corp shares in Q1 2026, an estimated $1.06M.
  • CSX Corp made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #237 holding.
  • Wealthspire Advisors (New York) first reported a position in CSX Corp in Q4 2018 and has held it in 26 quarters since.
  • 1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.