EWA
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EP Wealth Advisors’s Norfolk Southern NSC Stock Holding History

EP 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
2026
Q2 		$3.85M Buy
12,251
+2,565
+26% +$791K 0.01% 439
2026
Q1 		$2.78M Sell
9,686
-446
-4% -$133K 0.01% 409
2025
Q4 		$2.93M Buy
+10,132
New +$2.93M 0.02% 369
2025
Q2 		$2.06M Buy
8,039
+301
+4% +$71K 0.01% 408
2025
Q1 		$1.83M Buy
7,738
+357
+5% +$87K 0.01% 383
2024
Q4 		$1.73M Sell
7,381
-250
-3% -$63.6K 0.01% 380
2024
Q3 		$1.9M Buy
7,631
+2,247
+42% +$539K 0.02% 368
2024
Q2 		$1.16M Buy
5,384
+13
+0.2% +$3.02K 0.01% 364
2024
Q1 		$1.37M Sell
5,371
-178
-3% -$44K 0.02% 322
2023
Q4 		$1.31M Buy
5,549
+737
+15% +$154K 0.02% 324
2023
Q3 		$948K Sell
4,812
-393
-8% -$84.9K 0.01% 338
2023
Q2 		$1.07M Sell
5,205
-44,795
-90% -$9.52M 0.02% 321
2023
Q1 		$107K Buy
50,000
+45,928
+1,128% +$10.6M ﹤0.01% 594
2022
Q4 		$1M Buy
+4,072
New +$963K 0.02% 282
2022
Q3 		– Sell
-3,394
Closed -$771K – 529
2022
Q2 		$771K Buy
3,394
+2,499
+279% +$614K 0.02% 295
2022
Q1 		$255K Buy
895
+71
+9% +$19.6K 0.01% 518
2021
Q4 		$245K Buy
+824
New +$230K 0.01% 493
2021
Q3 		– Sell
-778
Closed -$206K – 553
2021
Q2 		$206K Sell
778
-1
-0.1% -$276 0.01% 509
2021
Q1 		$209K Buy
+779
New +$197K 0.01% 469
2019
Q4 		– Sell
-1,123
Closed -$202K – 430
2019
Q3 		$202K Hold
1,123
– – 0.01% 344
2019
Q2 		$224K Buy
+1,123
New +$223K 0.01% 277

Other funds holding NSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EP Wealth Advisors's NSC Position: Q2 2026 in Review

EP Wealth Advisors increased its Norfolk Southern (NSC) stake by 26% in Q2 2026, buying an estimated $791K and bringing the position to 12,251 shares worth $3.85M. The position accounts for 0.01% of the portfolio, ranked #439.

EP Wealth Advisors first reported a position in NSC in Q2 2019 and has held it in 21 quarters since. 1,859 funds tracked by Wall St. Rank hold NSC as of Q2 2026.

  • EP Wealth Advisors held 12,251 shares of Norfolk Southern worth $3.85M as of Q2 2026.
  • EP Wealth Advisors bought 2,565 Norfolk Southern shares in Q2 2026, an estimated $791K.
  • Norfolk Southern made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #439 holding.
  • EP Wealth Advisors first reported a position in Norfolk Southern in Q2 2019 and has held it in 21 quarters since.
  • 1,859 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.