Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Norfolk Southern NSC Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-58,864
Closed -$17.7M – 1027
2025
Q3 		$17.7M Buy
58,864
+2,778
+5% +$772K 0.07% 235
2025
Q2 		$14.4M Sell
56,086
-16,950
-23% -$4M 0.06% 244
2025
Q1 		$17.3M Buy
73,036
+650
+0.9% +$158K 0.09% 193
2024
Q4 		$17M Buy
72,386
+9,550
+15% +$2.43M 0.08% 199
2024
Q3 		$15M Buy
62,836
+20,613
+49% +$4.94M 0.11% 169
2024
Q2 		$9.06M Sell
42,223
-1,438
-3% -$334K 0.08% 188
2024
Q1 		$11.1M Buy
43,661
+163
+0.4% +$40.3K 0.14% 100
2023
Q4 		$10.3M Sell
43,498
-1,722
-4% -$361K 0.17% 63
2023
Q3 		$8.91M Sell
45,220
-387
-0.8% -$83.7K 0.16% 75
2023
Q2 		$10.3M Sell
45,607
-915
-2% -$194K 0.15% 68
2023
Q1 		$9.86M Buy
46,522
+513
+1% +$119K 0.17% 76
2022
Q4 		$11.3M Sell
46,009
-409
-0.9% -$96.8K 0.22% 67
2022
Q3 		$9.73M Sell
46,418
-265
-0.6% -$63.7K 0.23% 64
2022
Q2 		$10.6M Sell
46,683
-106
-0.2% -$26K 0.24% 63
2022
Q1 		$13.3M Sell
46,789
-2,931
-6% -$808K 0.25% 58
2021
Q4 		$11.8M Buy
49,720
+3,286
+7% +$917K 0.28% 51
2021
Q3 		$11.1M Buy
46,434
+106
+0.2% +$27.2K 0.22% 63
2021
Q2 		$12.3M Sell
46,328
-1,045
-2% -$288K 0.24% 59
2021
Q1 		$12.7M Sell
47,373
-2,346
-5% -$594K 0.3% 53
2020
Q4 		$11.8M Sell
49,719
-1,574
-3% -$358K 0.29% 51
2020
Q3 		$11M Sell
51,293
-3,027
-6% -$608K 0.31% 54
2020
Q2 		$9.54M Buy
54,320
+3,540
+7% +$600K 0.29% 55
2020
Q1 		$7.41M Sell
50,780
-10,169
-17% -$1.88M 0.27% 60
2019
Q4 		$11.8M Sell
60,949
-4,816
-7% -$903K 0.34% 49
2019
Q3 		$11.8M Buy
65,765
+3,367
+5% +$619K 0.38% 45
2019
Q2 		$12.4M Sell
62,398
-2,696
-4% -$535K 0.39% 42
2019
Q1 		$12.2M Sell
65,094
-624
-0.9% -$108K 0.38% 44
2018
Q4 		$9.83M Buy
+65,718
New +$10.8M 0.39% 46

Other funds holding NSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kovitz Investment Group Partners's NSC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Norfolk Southern (NSC) in Q4 2025, closing a stake of 58,864 shares — an estimated $17.7M sold.

Kovitz Investment Group Partners first reported a position in NSC in Q4 2018 and held it in 28 quarters. The position peaked at $17.7M in Q3 2025. 1,850 funds tracked by Wall St. Rank hold NSC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Norfolk Southern position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 58,864 Norfolk Southern shares in Q4 2025, an estimated $17.7M.
  • Kovitz Investment Group Partners first reported a position in Norfolk Southern in Q4 2018 and held it in 28 quarters.
  • Kovitz Investment Group Partners's Norfolk Southern position peaked at $17.7M in Q3 2025.
  • 1,850 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.