Position in CSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,584,935
+$223,882 QoQ
Shares Held
33,346
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#712
of 1,982 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Gratus Wealth Advisors, LLC holds $2,307,862 across 2 Railroads names. CSX ranks #1 (68.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
33,346 | $1,584,935 | |
| 2 | NSC |
Norfolk Southern Corp
|
2,298 | $722,927 |
All Filings in CSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,584,935 | 33,346 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,361,053 | 33,156 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,240,003 | 34,207 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,199,030 | 33,766 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,096,009 | 33,589 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $241,738 | 8,214 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $264,646 | 8,201 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $282,835 | 8,191 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $273,621 | 8,180 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $302,824 | 8,169 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||