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Mount Yale Investment Advisors’s Norfolk Southern NSC Stock Holding History

Mount Yale Investment 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
Q1 		$3.31M Buy
11,546
+9,444
+449% +$2.81M 0.08% 262
2025
Q4 		$607K Sell
2,102
-1,546
-42% -$447K 0.03% 416
2025
Q3 		$1.1M Sell
3,648
-15,422
-81% -$4.28M 0.08% 270
2025
Q2 		$4.88M Sell
19,070
-436
-2% -$103K 0.38% 46
2025
Q1 		$4.62M Sell
19,506
-213
-1% -$51.9K 0.4% 42
2024
Q4 		$4.63M Sell
19,719
-160
-0.8% -$40.7K 0.37% 48
2024
Q3 		$4.94M Sell
19,879
-81
-0.4% -$19.4K 0.47% 45
2024
Q2 		$4.29M Buy
19,960
+211
+1% +$49K 0.34% 62
2024
Q1 		$5.03M Sell
19,749
-422
-2% -$104K 0.39% 58
2023
Q4 		$4.77M Sell
20,171
-479
-2% -$100K 0.45% 44
2023
Q3 		$4.07M Hold
20,650
– – 0.44% 49
2023
Q2 		$4.68M Hold
20,650
– – 0.5% 40
2023
Q1 		$4.38M Buy
20,650
+8
+0% +$1.85K 0.49% 43
2022
Q4 		$5.09M Buy
20,642
+1,095
+6% +$259K 0.58% 44
2022
Q3 		$4.1M Hold
19,547
– – 0.54% 41
2022
Q2 		$4.44M Hold
19,547
– – 0.56% 39
2022
Q1 		$5.58M Buy
19,547
+19
+0.1% +$5.24K 0.61% 36
2021
Q4 		$5.81M Sell
19,528
-1,168
-6% -$326K 0.6% 35
2021
Q3 		$4.95M Buy
20,696
+439
+2% +$113K 0.57% 43
2021
Q2 		$5.38M Hold
20,257
– – 0.65% 34
2021
Q1 		$5.44M Sell
20,257
-4
-0% -$1.01K 0.71% 33
2020
Q4 		$4.81M Hold
20,261
– – 0.68% 38
2020
Q3 		$4.34M Buy
+20,261
New +$4.07M 0.62% 36
2018
Q4 		– Sell
-201
Closed -$35K – 613
2018
Q3 		$35K Buy
201
+1
+0.5% +$171 0.01% 672
2018
Q2 		$30K Buy
+200
New +$29.2K 0.01% 722

Other funds holding NSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mount Yale Investment Advisors's NSC Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Norfolk Southern (NSC) stake by 449% in Q1 2026, buying an estimated $2.81M and bringing the position to 11,546 shares worth $3.31M. The position accounts for 0.08% of the portfolio, ranked #262.

Mount Yale Investment Advisors first reported a position in NSC in Q2 2018 and has held it in 25 quarters since. The position peaked at $5.81M in Q4 2021. 1,831 funds tracked by Wall St. Rank hold NSC as of Q1 2026.

  • Mount Yale Investment Advisors held 11,546 shares of Norfolk Southern worth $3.31M as of Q1 2026.
  • Mount Yale Investment Advisors bought 9,444 Norfolk Southern shares in Q1 2026, an estimated $2.81M.
  • Norfolk Southern made up 0.08% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #262 holding.
  • Mount Yale Investment Advisors first reported a position in Norfolk Southern in Q2 2018 and has held it in 25 quarters since.
  • Mount Yale Investment Advisors's Norfolk Southern position peaked at $5.81M in Q4 2021.
  • 1,831 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.