Gratus Wealth Advisors
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Gratus Wealth Advisors’s Norfolk Southern NSC Stock Holding History

Gratus 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
Q3 		$850K Buy
2,750
+452
+20% +$150K 0.11% 69
2026
Q2 		$723K Buy
2,298
+3
+0.1% +$925 0.09% 77
2026
Q1 		$659K Buy
2,295
+5
+0.2% +$1.49K 0.1% 76
2025
Q4 		$661K Sell
2,290
-121
-5% -$35K 0.09% 75
2025
Q3 		$724K Buy
2,411
+3
+0.1% +$833 0.1% 76
2025
Q2 		$616K Buy
2,408
+3
+0.1% +$707 0.09% 79
2025
Q1 		$570K Buy
2,405
+3
+0.1% +$731 0.09% 85
2024
Q4 		$564K Buy
2,402
+2
+0.1% +$509 0.09% 86
2024
Q3 		$585K Sell
2,400
-12
-0.5% -$2.88K 0.1% 86
2024
Q2 		$550K Sell
2,412
-531
-18% -$123K 0.09% 88
2024
Q1 		$707K Sell
2,943
-654
-18% -$162K 0.13% 76
2023
Q4 		$850K Buy
+3,597
New +$754K 0.17% 61

Other funds holding NSC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Cincinnati Financial Corp
Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Gratus Wealth Advisors's NSC Position: Q3 2026 in Review

Gratus Wealth Advisors increased its Norfolk Southern (NSC) stake by 20% in Q3 2026, buying an estimated $150K and bringing the position to 2,750 shares worth $850K. The position accounts for 0.11% of the portfolio, ranked #69.

Gratus Wealth Advisors first reported a position in NSC in Q4 2023 and has held it in 12 quarters since. The position peaked at $850K in Q4 2023. 1,083 funds tracked by Wall St. Rank hold NSC as of Q3 2026.

  • Gratus Wealth Advisors held 2,750 shares of Norfolk Southern worth $850K as of Q3 2026.
  • Gratus Wealth Advisors bought 452 Norfolk Southern shares in Q3 2026, an estimated $150K.
  • Norfolk Southern made up 0.11% of Gratus Wealth Advisors's portfolio in Q3 2026, its #69 holding.
  • Gratus Wealth Advisors first reported a position in Norfolk Southern in Q4 2023 and has held it in 12 quarters since.
  • Gratus Wealth Advisors's Norfolk Southern position peaked at $850K in Q4 2023.
  • 1,083 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.