Sax Wealth Advisors’s Norfolk Southern NSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$545K Buy
1,899
+726
+62% +$224K 0.02% 321
2026
Q1
$339K Sell
1,173
-23
-2% -$6.84K 0.02% 360
2025
Q4
$345K Buy
1,196
+345
+41% +$99.8K 0.02% 364
2025
Q3
$256K Buy
+851
New +$236K 0.01% 380

Other funds holding NSC

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

Sax Wealth Advisors increased its Norfolk Southern (NSC) stake by 62% in Q2 2026, buying an estimated $224K and bringing the position to 1,899 shares worth $545K. The position accounts for 0.02% of the portfolio, ranked #321.

Sax Wealth Advisors first reported a position in NSC in Q3 2025 and has held it in 4 quarters since. 409 funds tracked by Wall St. Rank hold NSC as of Q2 2026.

  • Sax Wealth Advisors held 1,899 shares of Norfolk Southern worth $545K as of Q2 2026.
  • Sax Wealth Advisors bought 726 Norfolk Southern shares in Q2 2026, an estimated $224K.
  • Norfolk Southern made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #321 holding.
  • Sax Wealth Advisors first reported a position in Norfolk Southern in Q3 2025 and has held it in 4 quarters since.
  • 409 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.