AWE
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Avidian Wealth Enterprises’s Norfolk Southern NSC Stock Holding History

Avidian Wealth Enterprises’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
2026
Q3 		$3.97M Sell
12,833
-227
-2% -$75.2K 0.11% 127
2026
Q2 		$4.11M Buy
13,060
+3,927
+43% +$1.21M 0.11% 127
2026
Q1 		$2.62M Buy
+9,133
New +$2.71M 0.08% 155

Other funds holding NSC

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Avidian Wealth Enterprises's NSC Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Norfolk Southern (NSC) stake by 1.7% in Q3 2026, selling an estimated $75.2K and leaving 12,833 shares worth $3.97M. The position accounts for 0.11% of the portfolio, ranked #127.

Avidian Wealth Enterprises first reported a position in NSC in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.11M in Q2 2026. 75 funds tracked by Wall St. Rank hold NSC as of Q3 2026.

  • Avidian Wealth Enterprises held 12,833 shares of Norfolk Southern worth $3.97M as of Q3 2026.
  • Avidian Wealth Enterprises sold 227 Norfolk Southern shares in Q3 2026, an estimated $75.2K.
  • Norfolk Southern made up 0.11% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #127 holding.
  • Avidian Wealth Enterprises first reported a position in Norfolk Southern in Q1 2026 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's Norfolk Southern position peaked at $4.11M in Q2 2026.
  • 75 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.