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
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

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

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

Heartwood Wealth Advisors increased its Norfolk Southern (NSC) stake by 31% in Q2 2026, buying an estimated $87.3K and bringing the position to 1,204 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #165.

Heartwood Wealth Advisors first reported a position in NSC in Q1 2022 and has held it in 16 quarters since. The position peaked at $485K in Q4 2022. 1,858 funds tracked by Wall St. Rank hold NSC as of Q2 2026.

  • Heartwood Wealth Advisors held 1,204 shares of Norfolk Southern worth $379K as of Q2 2026.
  • Heartwood Wealth Advisors bought 283 Norfolk Southern shares in Q2 2026, an estimated $87.3K.
  • Norfolk Southern made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #165 holding.
  • Heartwood Wealth Advisors first reported a position in Norfolk Southern in Q1 2022 and has held it in 16 quarters since.
  • Heartwood Wealth Advisors's Norfolk Southern position peaked at $485K in Q4 2022.
  • 1,858 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.