Integrated Wealth Concepts’s Norfolk Southern NSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$894K Buy
3,116
+2,305
+284% +$685K 0.01% 1183
2025
Q4
$234K Sell
811
-324
-29% -$93.7K ﹤0.01% 1441
2025
Q3
$341K Sell
1,135
-61
-5% -$16.9K ﹤0.01% 1565
2025
Q2
$306K Sell
1,196
-1,719
-59% -$405K ﹤0.01% 1535
2025
Q1
$690K Buy
2,915
+224
+8% +$54.6K 0.01% 1003
2024
Q4
$632K Sell
2,691
-12
-0.4% -$3.05K 0.01% 1022
2024
Q3
$672K Sell
2,703
-29
-1% -$6.95K 0.01% 961
2024
Q2
$586K Buy
2,732
+130
+5% +$30.2K 0.01% 983
2024
Q1
$663K Buy
2,602
+222
+9% +$54.9K 0.01% 928
2023
Q4
$562K Sell
2,380
-353
-13% -$74K 0.01% 949
2023
Q3
$538K Sell
2,733
-50
-2% -$10.8K 0.01% 955
2023
Q2
$631K Buy
2,783
+310
+13% +$65.8K 0.01% 884
2023
Q1
$524K Sell
2,473
-24
-1% -$5.55K 0.01% 837
2022
Q4
$615K Buy
2,497
+197
+9% +$46.6K 0.02% 591
2022
Q3
$482K Buy
2,300
+29
+1% +$6.97K 0.02% 599
2022
Q2
$516K Sell
2,271
-7
-0.3% -$1.72K 0.02% 596
2022
Q1
$650K Buy
2,278
+193
+9% +$53.2K 0.02% 508
2021
Q4
$621K Sell
2,085
-200
-9% -$55.8K 0.02% 564
2021
Q3
$547K Buy
2,285
+235
+11% +$60.3K 0.02% 558
2021
Q2
$544K Buy
2,050
+1,065
+108% +$294K 0.02% 512
2021
Q1
$265K Sell
985
-9
-0.9% -$2.28K 0.01% 615
2020
Q4
$236K Buy
+994
New +$226K 0.01% 562

Other funds holding NSC

Integrated Wealth Concepts's NSC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Norfolk Southern (NSC) stake by 284% in Q1 2026, buying an estimated $685K and bringing the position to 3,116 shares worth $894K. The position accounts for 0.01% of the portfolio, ranked #1183.

Integrated Wealth Concepts first reported a position in NSC in Q4 2020 and has held it in 22 quarters since. 1,829 funds tracked by Wall St. Rank hold NSC as of Q1 2026.

  • Integrated Wealth Concepts held 3,116 shares of Norfolk Southern worth $894K as of Q1 2026.
  • Integrated Wealth Concepts bought 2,305 Norfolk Southern shares in Q1 2026, an estimated $685K.
  • Norfolk Southern made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1183 holding.
  • Integrated Wealth Concepts first reported a position in Norfolk Southern in Q4 2020 and has held it in 22 quarters since.
  • 1,829 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.