Essential Planning’s Norfolk Southern NSC Stock Holding History

Essential Planning’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 Q1	–	Sell	-12,118	Closed	-$3.08M	–	230
2024 Q4	$3.08M	Buy	+12,118	New	+$3.08M	0.02%	155

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

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

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

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Essential Planning's NSC Position: Q1 2025 in Review

Essential Planning sold out of Norfolk Southern (NSC) in Q1 2025, closing a stake of 12,118 shares — an estimated $3.08M sold.

Essential Planning first reported a position in NSC in Q4 2024 and held it in 1 quarter. The position peaked at $3.08M in Q4 2024. 1,653 funds tracked by Wall St. Rank hold NSC as of Q1 2025.

Essential Planning reported no remaining Norfolk Southern position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 12,118 Norfolk Southern shares in Q1 2025, an estimated $3.08M.
Essential Planning first reported a position in Norfolk Southern in Q4 2024 and held it in 1 quarter.
Essential Planning's Norfolk Southern position peaked at $3.08M in Q4 2024.
1,653 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.