Cassady Schiller Wealth Management’s Norfolk Southern NSC Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$140K	Buy	595 +4	+0.7%	+$1.02K	0.05%	140
2024 Q3	$147K	Hold	591	–	–	0.05%	138
2024 Q2	$127K	Hold	591	–	–	0.05%	141
2024 Q1	$151K	Hold	591	–	–	0.07%	133
2023 Q4	$140K	Hold	591	–	–	0.07%	131
2023 Q3	$116K	Hold	591	–	–	0.06%	136
2023 Q2	$134K	Hold	591	–	–	0.07%	129
2023 Q1	$125K	Hold	591	–	–	0.06%	132
2022 Q4	$146K	Buy	+591	New	+$140K	0.09%	115
2022 Q1	–	Sell	-405	Closed	-$121K	–	427
2021 Q4	$121K	Buy	+405	New	+$113K	0.07%	124

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cassady Schiller Wealth Management's NSC Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Norfolk Southern (NSC) stake by 0.68% in Q4 2024, buying an estimated $1.02K and bringing the position to 595 shares worth $140K. The position accounts for 0.05% of the portfolio, ranked #140.

Cassady Schiller Wealth Management first reported a position in NSC in Q4 2021 and has held it in 10 quarters since. The position peaked at $151K in Q1 2024. 1,683 funds tracked by Wall St. Rank hold NSC as of Q4 2024.

Cassady Schiller Wealth Management held 595 shares of Norfolk Southern worth $140K as of Q4 2024.
Cassady Schiller Wealth Management bought 4 Norfolk Southern shares in Q4 2024, an estimated $1.02K.
Norfolk Southern made up 0.05% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #140 holding.
Cassady Schiller Wealth Management first reported a position in Norfolk Southern in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Norfolk Southern position peaked at $151K in Q1 2024.
1,683 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.