Heritage Wealth Management (Ohio)’s Norfolk Southern NSC Stock Holding History

Heritage Wealth Management (Ohio)’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	$839K	Buy	+2,666	New	+$822K	0.21%	114
2026 Q1	–	Sell	-2,666	Closed	-$770K	–	217
2025 Q4	$770K	Hold	2,666	–	–	0.21%	113
2025 Q3	$801K	Hold	2,666	–	–	0.24%	102
2025 Q2	$682K	Sell	2,666 -200	-7%	-$47.2K	0.22%	109
2025 Q1	$679K	Sell	2,866 -200	-7%	-$48.7K	0.23%	106
2024 Q4	$720K	Hold	3,066	–	–	0.24%	107
2024 Q3	$762K	Hold	3,066	–	–	0.25%	101
2024 Q2	$662K	Buy	+3,066	New	+$711K	0.22%	111

Other funds holding NSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s NSC Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Norfolk Southern (NSC) in Q2 2026: 2,666 shares worth $839K. The stake represents 0.21% of the portfolio and ranks #114 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in NSC as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in NSC in Q2 2024 and has held it in 8 quarters since. 1,863 funds tracked by Wall St. Rank hold NSC as of Q2 2026.

Heritage Wealth Management (Ohio) held 2,666 shares of Norfolk Southern worth $839K as of Q2 2026.
Norfolk Southern was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Norfolk Southern made up 0.21% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #114 holding.
Heritage Wealth Management (Ohio) first reported a position in Norfolk Southern in Q2 2024 and has held it in 8 quarters since.
1,863 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.