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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
Q2 		$385K Hold
1,223
– – 0.08% 91
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Wealth Group's NSC Position: Q2 2026 in Review

Summit Wealth Group held its Norfolk Southern (NSC) position steady in Q2 2026 at 1,223 shares worth $385K. 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 4 quarters since. 1,864 funds tracked by Wall St. Rank hold NSC as of Q2 2026.

  • Summit Wealth Group held 1,223 shares of Norfolk Southern worth $385K as of Q2 2026.
  • Summit Wealth Group left its Norfolk Southern share count unchanged in Q2 2026.
  • Norfolk Southern made up 0.08% of Summit Wealth Group's portfolio in Q2 2026, its #91 holding.
  • Summit Wealth Group first reported a position in Norfolk Southern in Q3 2025 and has held it in 4 quarters since.
  • 1,864 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.