Burt Wealth Advisors’s Norfolk Southern NSC Stock Holding History

Burt Wealth Advisors’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 Q3	$240K	Hold	800	–	–	0.06%	109
2025 Q2	$205K	Buy	+800	New	+$189K	0.05%	116
2024 Q4	–	Sell	-915	Closed	-$227K	–	115
2024 Q3	$227K	Buy	+915	New	+$219K	0.06%	111
2024 Q2	–	Sell	-800	Closed	-$204K	–	119
2024 Q1	$204K	Buy	+800	New	+$198K	0.05%	118
2022 Q2	–	Sell	-800	Closed	-$228K	–	99
2022 Q1	$228K	Hold	800	–	–	0.07%	93
2021 Q4	$238K	Buy	+800	New	+$223K	0.08%	83
2021 Q3	–	Sell	-800	Closed	-$212K	–	98
2021 Q2	$212K	Hold	800	–	–	0.08%	92
2021 Q1	$215K	Hold	800	–	–	0.08%	88
2020 Q4	$190K	Hold	800	–	–	0.07%	90
2020 Q3	$171K	Hold	800	–	–	0.06%	92
2020 Q2	$140K	Buy	+800	New	+$136K	0.06%	104
2018 Q3	–	Sell	-201	Closed	-$30K	–	394
2018 Q2	$30K	Hold	201	–	–	0.01%	214
2018 Q1	$27K	Hold	201	–	–	0.01%	234
2017 Q4	$29K	Hold	201	–	–	0.02%	224
2017 Q3	$27K	Hold	201	–	–	0.02%	218
2017 Q2	$24K	Hold	201	–	–	0.02%	244
2017 Q1	$23K	Hold	201	–	–	0.02%	218
2016 Q4	$22K	Hold	201	–	–	0.02%	225
2016 Q3	$17K	Hold	201	–	–	0.02%	230
2016 Q2	$17K	Sell	201 -114	-36%	-$9.69K	0.02%	233
2016 Q1	$26K	Buy	315 +114	+57%	+$8.61K	0.02%	218
2015 Q4	$17K	Hold	201	–	–	0.01%	223
2015 Q3	$15K	Hold	201	–	–	0.02%	208
2015 Q2	$18K	Hold	201	–	–	0.02%	215
2015 Q1	$21K	Hold	201	–	–	0.02%	190
2014 Q4	$22K	Buy	+201	New	+$22K	0.02%	183

Other funds holding NSC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Burt Wealth Advisors's NSC Position: Q3 2025 in Review

Burt Wealth Advisors held its Norfolk Southern (NSC) position steady in Q3 2025 at 800 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #109.

Burt Wealth Advisors first reported a position in NSC in Q4 2014 and has held it in 26 quarters since. 1,799 funds tracked by Wall St. Rank hold NSC as of Q3 2025.

Burt Wealth Advisors held 800 shares of Norfolk Southern worth $240K as of Q3 2025.
Burt Wealth Advisors left its Norfolk Southern share count unchanged in Q3 2025.
Norfolk Southern made up 0.06% of Burt Wealth Advisors's portfolio in Q3 2025, its #109 holding.
Burt Wealth Advisors first reported a position in Norfolk Southern in Q4 2014 and has held it in 26 quarters since.
1,799 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.