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Summit Wealth Group’s Norfolk Southern NSC Stock Holding History

Summit Wealth Group’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 		$351K Hold
1,223
– – 0.08% 91
2025
Q4 		$353K Buy
1,223
+20
+2% +$5.78K 0.08% 88
2025
Q3 		$361K Buy
+1,203
New +$334K 0.09% 81

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

Summit Wealth Group's NSC Position: Q1 2026 in Review

Summit Wealth Group held its Norfolk Southern (NSC) position steady in Q1 2026 at 1,223 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #91.

Summit Wealth Group first reported a position in NSC in Q3 2025 and has held it in 3 quarters since. The position peaked at $361K in Q3 2025. 1,831 funds tracked by Wall St. Rank hold NSC as of Q1 2026.

  • Summit Wealth Group held 1,223 shares of Norfolk Southern worth $351K as of Q1 2026.
  • Summit Wealth Group left its Norfolk Southern share count unchanged in Q1 2026.
  • Norfolk Southern made up 0.08% of Summit Wealth Group's portfolio in Q1 2026, its #91 holding.
  • Summit Wealth Group first reported a position in Norfolk Southern in Q3 2025 and has held it in 3 quarters since.
  • Summit Wealth Group's Norfolk Southern position peaked at $361K in Q3 2025.
  • 1,831 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.