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Westwood Holdings Group’s CSX Corp CSX Stock Holding History

Westwood Holdings 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
2026
Q2 		$38.2M Sell
802,701
-860,477
-52% -$38.9M 0.29% 112
2026
Q1 		$68.3M Sell
1,663,178
-54,198
-3% -$2.12M 0.5% 61
2025
Q4 		$62.3M Sell
1,717,376
-462,889
-21% -$16.6M 0.51% 68
2025
Q3 		$77.4M Buy
+2,180,265
New +$74.5M 0.55% 53
2020
Q4 		– Sell
-8,949
Closed -$232K – 441
2020
Q3 		$232K Sell
8,949
-63
-0.7% -$1.55K ﹤0.01% 381
2020
Q2 		$209K Sell
9,012
-1,953
-18% -$43.2K ﹤0.01% 383
2020
Q1 		$209K Sell
10,965
-5,400
-33% -$126K ﹤0.01% 383
2019
Q4 		$395K Hold
16,365
– – ﹤0.01% 402
2019
Q3 		$378K Sell
16,365
-1,800
-10% -$41.9K ﹤0.01% 384
2019
Q2 		$468K Sell
18,165
-813
-4% -$20.9K 0.01% 398
2019
Q1 		$473K Sell
18,978
-4,005
-17% -$92.7K ﹤0.01% 353
2018
Q4 		$476K Hold
22,983
– – 0.01% 341
2018
Q3 		$567K Sell
22,983
-147
-0.6% -$3.5K 0.01% 344
2018
Q2 		$492K Buy
23,130
+630
+3% +$13K ﹤0.01% 368
2018
Q1 		$418K Sell
22,500
-3,075
-12% -$57.5K ﹤0.01% 367
2017
Q4 		$469K Sell
25,575
-675
-3% -$12K ﹤0.01% 355
2017
Q3 		$475K Sell
26,250
-747
-3% -$12.8K ﹤0.01% 348
2017
Q2 		$491K Buy
26,997
+4,350
+19% +$74.5K ﹤0.01% 350
2017
Q1 		$351K Buy
22,647
+147
+0.7% +$2.24K ﹤0.01% 356
2016
Q4 		$269K Hold
22,500
– – ﹤0.01% 413
2016
Q3 		$229K Sell
22,500
-2,373
-10% -$22.4K ﹤0.01% 419
2016
Q2 		$216K Buy
+24,873
New +$217K ﹤0.01% 370

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Westwood Holdings Group's CSX Position: Q2 2026 in Review

Westwood Holdings Group reduced its CSX Corp (CSX) stake by 52% in Q2 2026, selling an estimated $38.9M and leaving 802,701 shares worth $38.2M. The position accounts for 0.29% of the portfolio, ranked #112.

Westwood Holdings Group first reported a position in CSX in Q2 2016 and has held it in 22 quarters since. The position peaked at $77.4M in Q3 2025. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Westwood Holdings Group held 802,701 shares of CSX Corp worth $38.2M as of Q2 2026.
  • Westwood Holdings Group sold 860,477 CSX Corp shares in Q2 2026, an estimated $38.9M.
  • CSX Corp made up 0.29% of Westwood Holdings Group's portfolio in Q2 2026, its #112 holding.
  • Westwood Holdings Group first reported a position in CSX Corp in Q2 2016 and has held it in 22 quarters since.
  • Westwood Holdings Group's CSX Corp position peaked at $77.4M in Q3 2025.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.