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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
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
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

Heritage Wealth Management (Ohio)'s NSC Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Norfolk Southern (NSC) in Q1 2026, closing a stake of 2,666 shares — an estimated $770K sold.

Heritage Wealth Management (Ohio) first reported a position in NSC in Q2 2024 and held it in 7 quarters. The position peaked at $801K in Q3 2025. 1,829 funds tracked by Wall St. Rank hold NSC as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Norfolk Southern position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 2,666 Norfolk Southern shares in Q1 2026, an estimated $770K.
  • Heritage Wealth Management (Ohio) first reported a position in Norfolk Southern in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s Norfolk Southern position peaked at $801K in Q3 2025.
  • 1,829 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.