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LifeGoal Wealth Advisors’s Norfolk Southern NSC Stock Holding History

LifeGoal 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 		$299K Buy
952
+201
+27% +$62K 0.14% 96
2026
Q1 		$216K Buy
+751
New +$223K 0.12% 102
2025
Q4 		– Sell
-958
Closed -$288K – 79
2025
Q3 		$288K Sell
958
-89
-9% -$24.7K 0.24% 60
2025
Q2 		$268K Sell
1,047
-1
-0.1% -$236 0.25% 52
2025
Q1 		$248K Hold
1,048
– – 0.27% 54
2024
Q4 		$246K Buy
+1,048
New +$266K 0.27% 52

Other funds holding NSC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

LifeGoal Wealth Advisors increased its Norfolk Southern (NSC) stake by 27% in Q2 2026, buying an estimated $62K and bringing the position to 952 shares worth $299K. The position accounts for 0.14% of the portfolio, ranked #96.

LifeGoal Wealth Advisors first reported a position in NSC in Q4 2024 and has held it in 6 quarters since. 835 funds tracked by Wall St. Rank hold NSC as of Q2 2026.

  • LifeGoal Wealth Advisors held 952 shares of Norfolk Southern worth $299K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 201 Norfolk Southern shares in Q2 2026, an estimated $62K.
  • Norfolk Southern made up 0.14% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • LifeGoal Wealth Advisors first reported a position in Norfolk Southern in Q4 2024 and has held it in 6 quarters since.
  • 835 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.