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Avantra Family Wealth’s Norfolk Southern NSC Stock Holding History

Avantra Family Wealth’s Portfolio NSC Stock Details NSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,189
Closed -$282K – 155
2025
Q1 		$282K Buy
+1,189
New +$290K 0.27% 121

Other funds holding NSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Avantra Family Wealth's NSC Position: Q2 2025 in Review

Avantra Family Wealth sold out of Norfolk Southern (NSC) in Q2 2025, closing a stake of 1,189 shares — an estimated $282K sold.

Avantra Family Wealth first reported a position in NSC in Q1 2025 and held it in 1 quarter. The position peaked at $282K in Q1 2025. 1,691 funds tracked by Wall St. Rank hold NSC as of Q2 2025.

  • Avantra Family Wealth reported no remaining Norfolk Southern position as of Q2 2025 after selling out during the quarter.
  • Avantra Family Wealth sold 1,189 Norfolk Southern shares in Q2 2025, an estimated $282K.
  • Avantra Family Wealth first reported a position in Norfolk Southern in Q1 2025 and held it in 1 quarter.
  • Avantra Family Wealth's Norfolk Southern position peaked at $282K in Q1 2025.
  • 1,691 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2025.

Based on Avantra Family Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.