HWA
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Heartwood Wealth Advisors’s Norfolk Southern NSC Stock Holding History

Heartwood 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 		$387K Buy
1,254
+50
+4% +$16.6K 0.03% 154
2026
Q2 		$379K Buy
1,204
+283
+31% +$87.3K 0.03% 165
2026
Q1 		$264K Sell
921
-2
-0.2% -$594 0.02% 191
2025
Q4 		$266K Sell
923
-10
-1% -$2.89K 0.02% 171
2025
Q3 		$280K Buy
933
+12
+1% +$3.33K 0.03% 166
2025
Q2 		$236K Hold
921
– – 0.02% 169
2025
Q1 		$218K Hold
921
– – 0.02% 168
2024
Q4 		$216K Hold
921
– – 0.02% 163
2024
Q3 		$229K Buy
+921
New +$221K 0.03% 161
2024
Q2 		– Sell
-921
Closed -$235K – 176
2024
Q1 		$235K Hold
921
– – 0.03% 141
2023
Q4 		$218K Buy
+921
New +$193K 0.03% 134
2023
Q3 		– Sell
-1,388
Closed -$315K – 141
2023
Q2 		$315K Buy
1,388
+400
+40% +$85K 0.04% 107
2023
Q1 		$209K Sell
988
-979
-50% -$226K 0.03% 125
2022
Q4 		$485K Buy
1,967
+332
+20% +$78.5K 0.08% 82
2022
Q3 		$343K Sell
1,635
-15
-0.9% -$3.61K 0.06% 85
2022
Q2 		$375K Buy
1,650
+35
+2% +$8.6K 0.06% 85
2022
Q1 		$461K Buy
+1,615
New +$445K 0.07% 79

Other funds holding NSC

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

Heartwood Wealth Advisors increased its Norfolk Southern (NSC) stake by 4.2% in Q3 2026, buying an estimated $16.6K and bringing the position to 1,254 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #154.

Heartwood Wealth Advisors first reported a position in NSC in Q1 2022 and has held it in 17 quarters since. The position peaked at $485K in Q4 2022. 66 funds tracked by Wall St. Rank hold NSC as of Q3 2026.

  • Heartwood Wealth Advisors held 1,254 shares of Norfolk Southern worth $387K as of Q3 2026.
  • Heartwood Wealth Advisors bought 50 Norfolk Southern shares in Q3 2026, an estimated $16.6K.
  • Norfolk Southern made up 0.03% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #154 holding.
  • Heartwood Wealth Advisors first reported a position in Norfolk Southern in Q1 2022 and has held it in 17 quarters since.
  • Heartwood Wealth Advisors's Norfolk Southern position peaked at $485K in Q4 2022.
  • 66 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.