McKinley Carter Wealth Services
NSC icon

McKinley Carter Wealth Services’s Norfolk Southern NSC Stock Holding History

McKinley Carter Wealth Services’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
Q3 		$889K Sell
2,876
-338
-11% -$112K 0.05% 179
2026
Q2 		$1.01M Buy
3,214
+2,001
+165% +$617K 0.05% 176
2026
Q1 		$348K Buy
1,213
+92
+8% +$27.3K 0.02% 245
2025
Q4 		$324K Hold
1,121
– – 0.02% 268
2025
Q3 		$337K Hold
1,121
– – 0.02% 263
2025
Q2 		$287K Sell
1,121
-81
-7% -$19.1K 0.02% 262
2025
Q1 		$285K Sell
1,202
-18
-1% -$4.39K 0.02% 263
2024
Q4 		$286K Sell
1,220
-148
-11% -$37.6K 0.02% 250
2024
Q3 		$340K Hold
1,368
– – 0.02% 247
2024
Q2 		$294K Buy
1,368
+27
+2% +$6.26K 0.02% 260
2024
Q1 		$342K Buy
1,341
+2
+0.1% +$495 0.02% 246
2023
Q4 		$317K Sell
1,339
-127
-9% -$26.6K 0.02% 246
2023
Q3 		$289K Sell
1,466
-126
-8% -$27.2K 0.02% 248
2023
Q2 		$361K Sell
1,592
-239
-13% -$50.8K 0.03% 238
2023
Q1 		$388K Hold
1,831
– – 0.03% 230
2022
Q4 		$451K Buy
1,831
+300
+20% +$71K 0.04% 210
2022
Q3 		$321K Hold
1,531
– – 0.03% 231
2022
Q2 		$348K Sell
1,531
-2
-0.1% -$491 0.03% 231
2022
Q1 		$437K Hold
1,533
– – 0.03% 209
2021
Q4 		$456K Sell
1,533
-69
-4% -$19.3K 0.03% 199
2021
Q3 		$383K Buy
+1,602
New +$411K 0.03% 213

Other funds holding NSC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

McKinley Carter Wealth Services's NSC Position: Q3 2026 in Review

McKinley Carter Wealth Services reduced its Norfolk Southern (NSC) stake by 11% in Q3 2026, selling an estimated $112K and leaving 2,876 shares worth $889K. The position accounts for 0.05% of the portfolio, ranked #179.

McKinley Carter Wealth Services first reported a position in NSC in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.01M in Q2 2026. 1,608 funds tracked by Wall St. Rank hold NSC as of Q3 2026.

  • McKinley Carter Wealth Services held 2,876 shares of Norfolk Southern worth $889K as of Q3 2026.
  • McKinley Carter Wealth Services sold 338 Norfolk Southern shares in Q3 2026, an estimated $112K.
  • Norfolk Southern made up 0.05% of McKinley Carter Wealth Services's portfolio in Q3 2026, its #179 holding.
  • McKinley Carter Wealth Services first reported a position in Norfolk Southern in Q3 2021 and has held it in 21 quarters since.
  • McKinley Carter Wealth Services's Norfolk Southern position peaked at $1.01M in Q2 2026.
  • 1,608 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.