MWM
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Modera Wealth Management’s Norfolk Southern NSC Stock Holding History

Modera Wealth Management’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 		$2.37M Sell
7,527
-22
-0.3% -$6.78K 0.03% 258
2026
Q1 		$2.17M Sell
7,549
-107
-1% -$31.8K 0.03% 249
2025
Q4 		$2.21M Buy
7,656
+9
+0.1% +$2.6K 0.03% 256
2025
Q3 		$2.3M Sell
7,647
-15
-0.2% -$4.17K 0.03% 251
2025
Q2 		$1.96M Sell
7,662
-650
-8% -$153K 0.02% 259
2025
Q1 		$1.97M Sell
8,312
-68
-0.8% -$16.6K 0.03% 246
2024
Q4 		$1.97M Sell
8,380
-11
-0.1% -$2.8K 0.02% 249
2024
Q3 		$2.09M Sell
8,391
-45
-0.5% -$10.8K 0.03% 230
2024
Q2 		$1.81M Sell
8,436
-117
-1% -$27.1K 0.03% 229
2024
Q1 		$2.18M Sell
8,553
-184
-2% -$45.5K 0.03% 215
2023
Q4 		$2.07M Buy
8,737
+58
+0.7% +$12.2K 0.03% 218
2023
Q3 		$1.71M Sell
8,679
-7,635
-47% -$1.65M 0.03% 229
2023
Q2 		$3.7M Buy
16,314
+10,455
+178% +$2.22M 0.07% 176
2023
Q1 		$1.24M Sell
5,859
-481
-8% -$111K 0.05% 134
2022
Q4 		$1.56M Buy
6,340
+386
+6% +$91.3K 0.06% 106
2022
Q3 		$1.25M Sell
5,954
-1,814
-23% -$436K 0.06% 116
2022
Q2 		$1.77M Buy
7,768
+492
+7% +$121K 0.08% 100
2022
Q1 		$2.08M Buy
7,276
+423
+6% +$117K 0.09% 96
2021
Q4 		$2.04M Buy
6,853
+2,753
+67% +$769K 0.08% 117
2021
Q3 		$981K Buy
4,100
+915
+29% +$235K 0.05% 109
2021
Q2 		$845K Buy
3,185
+1
+0% +$276 0.05% 115
2021
Q1 		$855K Sell
3,184
-904
-22% -$229K 0.06% 106
2020
Q4 		$972K Buy
4,088
+905
+28% +$206K 0.08% 95
2020
Q3 		$681K Hold
3,183
– – 0.1% 71
2020
Q2 		$559K Sell
3,183
-39
-1% -$6.61K 0.09% 79
2020
Q1 		$470K Sell
3,222
-7
-0.2% -$1.29K 0.1% 82
2019
Q4 		$627K Buy
3,229
+9
+0.3% +$1.69K 0.1% 70
2019
Q3 		$579K Buy
3,220
+1
+0% +$184 0.1% 68
2019
Q2 		$642K Buy
3,219
+464
+17% +$92K 0.12% 66
2019
Q1 		$515K Buy
2,755
+1
+0% +$173 0.1% 73
2018
Q4 		$412K Buy
2,754
+1
+0% +$164 0.08% 78
2018
Q3 		$497K Hold
2,753
– – 0.1% 74
2018
Q2 		$415K Buy
2,753
+1
+0% +$146 0.09% 83
2018
Q1 		$374K Buy
2,752
+1
+0% +$144 0.08% 80
2017
Q4 		$399K Buy
2,751
+1
+0% +$134 0.09% 80
2017
Q3 		$364K Hold
2,750
– – 0.08% 81
2017
Q2 		$335K Sell
2,750
-158
-5% -$18.6K 0.08% 81
2017
Q1 		$326K Sell
2,908
-129
-4% -$15.1K 0.08% 86
2016
Q4 		$328K Buy
+3,037
New +$307K 0.11% 81

Other funds holding NSC

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CFC
Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Modera Wealth Management's NSC Position: Q2 2026 in Review

Modera Wealth Management reduced its Norfolk Southern (NSC) stake by 0.29% in Q2 2026, selling an estimated $6.78K and leaving 7,527 shares worth $2.37M. The position accounts for 0.03% of the portfolio, ranked #258.

Modera Wealth Management first reported a position in NSC in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.7M in Q2 2023. 1,134 funds tracked by Wall St. Rank hold NSC as of Q2 2026.

  • Modera Wealth Management held 7,527 shares of Norfolk Southern worth $2.37M as of Q2 2026.
  • Modera Wealth Management sold 22 Norfolk Southern shares in Q2 2026, an estimated $6.78K.
  • Norfolk Southern made up 0.03% of Modera Wealth Management's portfolio in Q2 2026, its #258 holding.
  • Modera Wealth Management first reported a position in Norfolk Southern in Q4 2016 and has held it in 39 quarters since.
  • Modera Wealth Management's Norfolk Southern position peaked at $3.7M in Q2 2023.
  • 1,134 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.