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YHB Investment Advisors’s CSX Corp CSX Stock Holding History

YHB Investment Advisors’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 		$384K Buy
8,070
+387
+5% +$17.5K 0.02% 243
2026
Q1 		$315K Sell
7,683
-778
-9% -$30.5K 0.02% 255
2025
Q4 		$307K Sell
8,461
-52
-0.6% -$1.86K 0.02% 257
2025
Q3 		$302K Hold
8,513
– – 0.02% 258
2025
Q2 		$278K Sell
8,513
-154
-2% -$4.63K 0.02% 262
2025
Q1 		$255K Hold
8,667
– – 0.02% 255
2024
Q4 		$280K Sell
8,667
-150
-2% -$5.14K 0.02% 241
2024
Q3 		$304K Sell
8,817
-300
-3% -$10.2K 0.03% 237
2024
Q2 		$305K Hold
9,117
– – 0.03% 235
2024
Q1 		$338K Sell
9,117
-572
-6% -$20.9K 0.03% 223
2023
Q4 		$336K Hold
9,689
– – 0.03% 218
2023
Q3 		$298K Buy
9,689
+150
+2% +$4.75K 0.03% 226
2023
Q2 		$325K Sell
9,539
-384
-4% -$12.1K 0.03% 220
2023
Q1 		$297K Sell
9,923
-731
-7% -$22.5K 0.03% 230
2022
Q4 		$330K Buy
10,654
+3
+0% +$90 0.04% 214
2022
Q3 		$284K Buy
10,651
+2
+0% +$62 0.03% 227
2022
Q2 		$309K Buy
10,649
+3
+0% +$98 0.03% 222
2022
Q1 		$399K Buy
10,646
+3
+0% +$106 0.04% 210
2021
Q4 		$400K Sell
10,643
-478
-4% -$16.9K 0.03% 228
2021
Q3 		$331K Buy
11,121
+3
+0% +$96 0.03% 231
2021
Q2 		$357K Buy
11,118
+3
+0% +$99 0.03% 231
2021
Q1 		$365K Buy
11,115
+462
+4% +$14.1K 0.03% 219
2020
Q4 		$322K Hold
10,653
– – 0.03% 226
2020
Q3 		$276K Sell
10,653
-300
-3% -$7.4K 0.03% 224
2020
Q2 		$255K Sell
10,953
-33
-0.3% -$730 0.04% 161
2020
Q1 		$210K Hold
10,986
– – 0.04% 159
2019
Q4 		$265K Hold
10,986
– – 0.04% 168
2019
Q3 		$254K Sell
10,986
-900
-8% -$21K 0.04% 170
2019
Q2 		$307K Hold
11,886
– – 0.05% 156
2019
Q1 		$296K Hold
11,886
– – 0.05% 161
2018
Q4 		$246K Hold
11,886
– – 0.04% 160
2018
Q3 		$293K Sell
11,886
-1,800
-13% -$42.9K 0.04% 162
2018
Q2 		$291K Hold
13,686
– – 0.05% 160
2018
Q1 		$254K Hold
13,686
– – 0.04% 162
2017
Q4 		$251K Hold
13,686
– – 0.04% 170
2017
Q3 		$248K Hold
13,686
– – 0.04% 165
2017
Q2 		$249K Hold
13,686
– – 0.04% 163
2017
Q1 		$232K Buy
+13,686
New +$209K 0.04% 166
2015
Q3 		– Sell
-21,378
Closed -$233K – 162
2015
Q2 		$233K Sell
21,378
-1,500
-7% -$17.4K 0.05% 154
2015
Q1 		$253K Sell
22,878
-1,500
-6% -$17.2K 0.06% 151
2014
Q4 		$294K Sell
24,378
-2,007
-8% -$23.5K 0.07% 142
2014
Q3 		$282K Sell
26,385
-3,000
-10% -$30.9K 0.07% 133
2014
Q2 		$302K Sell
29,385
-600
-2% -$5.84K 0.07% 133
2014
Q1 		$290K Sell
29,985
-3,000
-9% -$27.8K 0.07% 135
2013
Q4 		$316K Buy
32,985
+3,000
+10% +$26.9K 0.08% 128
2013
Q3 		$257K Buy
+29,985
New +$252K 0.08% 133

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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
II
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

YHB Investment Advisors's CSX Position: Q2 2026 in Review

YHB Investment Advisors increased its CSX Corp (CSX) stake by 5% in Q2 2026, buying an estimated $17.5K and bringing the position to 8,070 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #243.

YHB Investment Advisors first reported a position in CSX in Q3 2013 and has held it in 46 quarters since. The position peaked at $400K in Q4 2021. 437 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • YHB Investment Advisors held 8,070 shares of CSX Corp worth $384K as of Q2 2026.
  • YHB Investment Advisors bought 387 CSX Corp shares in Q2 2026, an estimated $17.5K.
  • CSX Corp made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #243 holding.
  • YHB Investment Advisors first reported a position in CSX Corp in Q3 2013 and has held it in 46 quarters since.
  • YHB Investment Advisors's CSX Corp position peaked at $400K in Q4 2021.
  • 437 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.