Schwarz Dygos Wheeler Investment Advisors’s Norfolk Southern NSC Stock Holding History

Schwarz Dygos Wheeler 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 Q2	$376K	Sell	1,195 -39	-3%	-$12K	0.07%	124
2026 Q1	$354K	Hold	1,234	–	–	0.07%	120
2025 Q4	$356K	Hold	1,234	–	–	0.07%	117
2025 Q3	$371K	Sell	1,234 -27	-2%	-$7.5K	0.08%	117
2025 Q2	$323K	Hold	1,261	–	–	0.07%	129
2025 Q1	$299K	Hold	1,261	–	–	0.07%	133
2024 Q4	$296K	Buy	1,261 +6	+0.5%	+$1.53K	0.07%	130
2024 Q3	$312K	Hold	1,255	–	–	0.08%	120
2024 Q2	$269K	Hold	1,255	–	–	0.07%	122
2024 Q1	$320K	Hold	1,255	–	–	0.09%	117
2023 Q4	$297K	Hold	1,255	–	–	0.09%	121
2023 Q3	$247K	Hold	1,255	–	–	0.08%	123
2023 Q2	$285K	Sell	1,255 -100	-7%	-$21.2K	0.09%	114
2023 Q1	$287K	Hold	1,355	–	–	0.1%	108
2022 Q4	$334K	Hold	1,355	–	–	0.13%	99
2022 Q3	$284K	Hold	1,355	–	–	0.13%	95
2022 Q2	$308K	Hold	1,355	–	–	0.12%	98
2022 Q1	$386K	Hold	1,355	–	–	0.13%	94
2021 Q4	$403K	Hold	1,355	–	–	0.14%	90
2021 Q3	$324K	Hold	1,355	–	–	0.12%	101
2021 Q2	$360K	Hold	1,355	–	–	0.13%	90
2021 Q1	$364K	Hold	1,355	–	–	0.15%	88
2020 Q4	$322K	Sell	1,355 -134	-9%	-$30.5K	0.15%	81
2020 Q3	$319K	Hold	1,489	–	–	0.18%	79
2020 Q2	$261K	Sell	1,489 -430	-22%	-$72.8K	0.17%	74
2020 Q1	$280K	Sell	1,919 -55	-3%	-$10.2K	0.24%	60
2019 Q4	$383K	Buy	1,974 +97	+5%	+$18.2K	0.26%	58
2019 Q3	$337K	Hold	1,877	–	–	0.27%	60
2019 Q2	$374K	Hold	1,877	–	–	0.31%	54
2019 Q1	$351K	Sell	1,877 -12	-0.6%	-$2.08K	0.3%	54
2018 Q4	$282K	Buy	+1,889	New	+$311K	0.3%	53

Other funds holding NSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's NSC Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Norfolk Southern (NSC) stake by 3.2% in Q2 2026, selling an estimated $12K and leaving 1,195 shares worth $376K. The position accounts for 0.07% of the portfolio, ranked #124.

Schwarz Dygos Wheeler Investment Advisors first reported a position in NSC in Q4 2018 and has held it in 31 quarters since. The position peaked at $403K in Q4 2021. 1,870 funds tracked by Wall St. Rank hold NSC as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 1,195 shares of Norfolk Southern worth $376K as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors sold 39 Norfolk Southern shares in Q2 2026, an estimated $12K.
Norfolk Southern made up 0.07% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #124 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Norfolk Southern in Q4 2018 and has held it in 31 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Norfolk Southern position peaked at $403K in Q4 2021.
1,870 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.