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Summit Wealth & Retirement Planning’s Norfolk Southern NSC Stock Holding History

Summit Wealth & Retirement Planning’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 		$359K Hold
1,142
– – 0.08% 82
2026
Q1 		$328K Hold
1,142
– – 0.08% 81
2025
Q4 		$330K Hold
1,142
– – 0.08% 77
2025
Q3 		$343K Hold
1,142
– – 0.08% 72
2025
Q2 		$292K Buy
+1,142
New +$269K 0.08% 77

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 & Retirement Planning's NSC Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its Norfolk Southern (NSC) position steady in Q2 2026 at 1,142 shares worth $359K. The position accounts for 0.08% of the portfolio, ranked #82.

Summit Wealth & Retirement Planning first reported a position in NSC in Q2 2025 and has held it in 5 quarters since. 1,863 funds tracked by Wall St. Rank hold NSC as of Q2 2026.

  • Summit Wealth & Retirement Planning held 1,142 shares of Norfolk Southern worth $359K as of Q2 2026.
  • Summit Wealth & Retirement Planning left its Norfolk Southern share count unchanged in Q2 2026.
  • Norfolk Southern made up 0.08% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #82 holding.
  • Summit Wealth & Retirement Planning first reported a position in Norfolk Southern in Q2 2025 and has held it in 5 quarters since.
  • 1,863 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.