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ExodusPoint Capital Management’s Norfolk Southern NSC Stock Holding History

ExodusPoint Capital 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
2026
Q1 		$45.9M Sell
159,957
-22,013
-12% -$6.54M 0.36% 28
2025
Q4 		$52.5M Buy
181,970
+79,249
+77% +$22.9M 0.41% 29
2025
Q3 		$30.9M Buy
+102,721
New +$28.5M 0.32% 49
2025
Q1 		– Sell
-62,121
Closed -$14.6M – 1829
2024
Q4 		$14.6M Buy
+62,121
New +$15.8M 0.1% 185
2024
Q3 		– Sell
-4,800
Closed -$1.03M – 1943
2024
Q2 		$1.03M Buy
+4,800
New +$1.11M 0.01% 1013
2024
Q1 		– Sell
-48,690
Closed -$11.5M – 1822
2023
Q4 		$11.5M Sell
48,690
-44,139
-48% -$9.25M 0.08% 189
2023
Q3 		$18.3M Buy
92,829
+85,596
+1,183% +$18.5M 0.17% 109
2023
Q2 		$1.64M Sell
7,233
-90,407
-93% -$19.2M 0.01% 894
2023
Q1 		$20.7M Buy
+97,640
New +$22.6M 0.17% 100
2022
Q2 		– Sell
-39,475
Closed -$11.3M – 2283
2022
Q1 		$11.3M Sell
39,475
-12,182
-24% -$3.36M 0.14% 167
2021
Q4 		$15.4M Sell
51,657
-25,123
-33% -$7.01M 0.16% 114
2021
Q3 		$18.4M Buy
76,780
+14,198
+23% +$3.64M 0.25% 78
2021
Q2 		$16.6M Buy
+62,582
New +$17.3M 0.18% 67
2021
Q1 		– Sell
-14,023
Closed -$3.33M – 2447
2020
Q4 		$3.33M Sell
14,023
-5,513
-28% -$1.25M 0.03% 362
2020
Q3 		$4.18M Buy
19,536
+14,811
+313% +$2.97M 0.08% 203
2020
Q2 		$830K Buy
4,725
+832
+21% +$141K 0.02% 834
2020
Q1 		$568K Sell
3,893
-17,225
-82% -$3.18M 0.03% 442
2019
Q4 		$4.1M Buy
+21,118
New +$3.96M 0.08% 194
2019
Q3 		– Sell
-3,987
Closed -$795K – 1540
2019
Q2 		$795K Buy
+3,987
New +$791K 0.03% 321

Other funds holding NSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ExodusPoint Capital Management's NSC Position: Q1 2026 in Review

ExodusPoint Capital Management reduced its Norfolk Southern (NSC) stake by 12% in Q1 2026, selling an estimated $6.54M and leaving 159,957 shares worth $45.9M. The position accounts for 0.36% of the portfolio, ranked #28.

ExodusPoint Capital Management first reported a position in NSC in Q2 2019 and has held it in 19 quarters since. The position peaked at $52.5M in Q4 2025. 1,829 funds tracked by Wall St. Rank hold NSC as of Q1 2026.

  • ExodusPoint Capital Management held 159,957 shares of Norfolk Southern worth $45.9M as of Q1 2026.
  • ExodusPoint Capital Management sold 22,013 Norfolk Southern shares in Q1 2026, an estimated $6.54M.
  • Norfolk Southern made up 0.36% of ExodusPoint Capital Management's portfolio in Q1 2026, its #28 holding.
  • ExodusPoint Capital Management first reported a position in Norfolk Southern in Q2 2019 and has held it in 19 quarters since.
  • ExodusPoint Capital Management's Norfolk Southern position peaked at $52.5M in Q4 2025.
  • 1,829 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.