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Congress Wealth Management’s Norfolk Southern NSC Stock Holding History

Congress 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
2025
Q2 		$2.79M Buy
10,893
+743
+7% +$175K 0.03% 503
2025
Q1 		$2.4M Buy
10,150
+1,284
+14% +$313K 0.03% 454
2024
Q4 		$2.08M Sell
8,866
-32
-0.4% -$8.14K 0.03% 407
2024
Q3 		$2.21M Buy
8,898
+7,376
+485% +$1.77M 0.03% 407
2024
Q2 		$327K Buy
1,522
+84
+6% +$19.5K 0.01% 592
2024
Q1 		$367K Sell
1,438
-832
-37% -$206K 0.01% 481
2023
Q4 		$537K Buy
2,270
+673
+42% +$141K 0.01% 455
2023
Q3 		$314K Sell
1,597
-6
-0.4% -$1.3K 0.01% 518
2023
Q2 		$364K Buy
1,603
+4
+0.3% +$850 0.01% 455
2023
Q1 		$339K Sell
1,599
-44,762
-97% -$10.4M 0.01% 470
2022
Q4 		$11.4M Buy
46,361
+851
+2% +$201K 0.29% 96
2022
Q3 		$9.54M Buy
45,510
+1,174
+3% +$282K 0.26% 114
2022
Q2 		$10.1M Sell
44,336
-241
-0.5% -$59.2K 0.26% 114
2022
Q1 		$12.7M Buy
44,577
+165
+0.4% +$45.5K 0.28% 96
2021
Q4 		$13.2M Buy
+44,412
New +$12.4M 0.26% 102

Other funds holding NSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Congress Wealth Management's NSC Position: Q2 2025 in Review

Congress Wealth Management increased its Norfolk Southern (NSC) stake by 7.3% in Q2 2025, buying an estimated $175K and bringing the position to 10,893 shares worth $2.79M. The position accounts for 0.03% of the portfolio, ranked #503.

Congress Wealth Management first reported a position in NSC in Q4 2021 and has held it in 15 quarters since. The position peaked at $13.2M in Q4 2021. 1,691 funds tracked by Wall St. Rank hold NSC as of Q2 2025.

  • Congress Wealth Management held 10,893 shares of Norfolk Southern worth $2.79M as of Q2 2025.
  • Congress Wealth Management bought 743 Norfolk Southern shares in Q2 2025, an estimated $175K.
  • Norfolk Southern made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #503 holding.
  • Congress Wealth Management first reported a position in Norfolk Southern in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Norfolk Southern position peaked at $13.2M in Q4 2021.
  • 1,691 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.