Live Oak Private Wealth’s Norfolk Southern NSC Stock Holding History

Live Oak Private Wealth’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	$835K	Hold	2,910	–	–	0.12%	107
2025 Q4	$840K	Hold	2,910	–	–	0.11%	106
2025 Q3	$874K	Hold	2,910	–	–	0.12%	106
2025 Q2	$745K	Buy	2,910 +324	+13%	+$76.4K	0.11%	115
2025 Q1	$612K	Hold	2,586	–	–	0.1%	114
2024 Q4	$607K	Hold	2,586	–	–	0.1%	112
2024 Q3	$643K	Hold	2,586	–	–	0.1%	106
2024 Q2	$555K	Sell	2,586 -75	-3%	-$17.4K	0.1%	113
2024 Q1	$678K	Hold	2,661	–	–	0.12%	103
2023 Q4	$629K	Sell	2,661 -75	-3%	-$15.7K	0.12%	102
2023 Q3	$539K	Hold	2,736	–	–	0.11%	101
2023 Q2	$620K	Buy	2,736 +32	+1%	+$6.8K	0.12%	100
2023 Q1	$573K	Buy	2,704 +32	+1%	+$7.4K	0.12%	103
2022 Q4	$658K	Hold	2,672	–	–	0.14%	102
2022 Q3	$560K	Hold	2,672	–	–	0.13%	108
2022 Q2	$607K	Buy	2,672 +69	+3%	+$16.9K	0.13%	115
2022 Q1	$742K	Hold	2,603	–	–	0.14%	99
2021 Q4	$775K	Sell	2,603 -1,200	-32%	-$335K	0.15%	102
2021 Q3	$910K	Buy	3,803 +1,956	+106%	+$502K	0.18%	99
2021 Q2	$490K	Hold	1,847	–	–	0.11%	114
2021 Q1	$496K	Hold	1,847	–	–	0.12%	109
2020 Q4	$439K	Hold	1,847	–	–	0.12%	106
2020 Q3	$395K	Hold	1,847	–	–	0.14%	97
2020 Q2	$324K	Buy	+1,847	New	+$313K	0.12%	105

Other funds holding NSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Live Oak Private Wealth's NSC Position: Q1 2026 in Review

Live Oak Private Wealth held its Norfolk Southern (NSC) position steady in Q1 2026 at 2,910 shares worth $835K. The position accounts for 0.12% of the portfolio, ranked #107.

Live Oak Private Wealth first reported a position in NSC in Q2 2020 and has held it in 24 quarters since. The position peaked at $910K in Q3 2021. 1,829 funds tracked by Wall St. Rank hold NSC as of Q1 2026.

Live Oak Private Wealth held 2,910 shares of Norfolk Southern worth $835K as of Q1 2026.
Live Oak Private Wealth left its Norfolk Southern share count unchanged in Q1 2026.
Norfolk Southern made up 0.12% of Live Oak Private Wealth's portfolio in Q1 2026, its #107 holding.
Live Oak Private Wealth first reported a position in Norfolk Southern in Q2 2020 and has held it in 24 quarters since.
Live Oak Private Wealth's Norfolk Southern position peaked at $910K in Q3 2021.
1,829 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.