Transform Wealth’s Norfolk Southern NSC Stock Holding History

Transform Wealth’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
2025 Q1	$243K	Sell	1,028 -52	-5%	-$12.7K	0.01%	226
2024 Q4	$253K	Buy	1,080 +169	+19%	+$43K	0.01%	233
2024 Q3	$226K	Buy	+911	New	+$218K	0.02%	207
2024 Q2	–	Sell	-946	Closed	-$241K	–	225
2024 Q1	$241K	Hold	946	–	–	0.02%	199
2023 Q4	$224K	Buy	+946	New	+$198K	0.02%	223
2023 Q3	–	Sell	-946	Closed	-$215K	–	258
2023 Q2	$215K	Hold	946	–	–	0.02%	246
2023 Q1	$201K	Hold	946	–	–	0.02%	244
2022 Q4	$233K	Buy	+946	New	+$224K	0.03%	208
2022 Q3	–	Sell	-946	Closed	-$215K	–	200
2022 Q2	$215K	Hold	946	–	–	0.03%	187
2022 Q1	$270K	Hold	946	–	–	0.03%	204
2021 Q4	$282K	Hold	946	–	–	0.03%	190
2021 Q3	$226K	Hold	946	–	–	0.03%	210
2021 Q2	$251K	Buy	946 +55	+6%	+$15.2K	0.03%	209
2021 Q1	$239K	Hold	891	–	–	0.05%	189
2020 Q4	$212K	Sell	891 -108	-11%	-$24.6K	0.04%	193
2020 Q3	$214K	Buy	+999	New	+$201K	0.03%	201

Other funds holding NSC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Transform Wealth's NSC Position: Q1 2025 in Review

Transform Wealth reduced its Norfolk Southern (NSC) stake by 4.8% in Q1 2025, selling an estimated $12.7K and leaving 1,028 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #226.

Transform Wealth first reported a position in NSC in Q3 2020 and has held it in 16 quarters since. The position peaked at $282K in Q4 2021. 1,654 funds tracked by Wall St. Rank hold NSC as of Q1 2025.

Transform Wealth held 1,028 shares of Norfolk Southern worth $243K as of Q1 2025.
Transform Wealth sold 52 Norfolk Southern shares in Q1 2025, an estimated $12.7K.
Norfolk Southern made up 0.01% of Transform Wealth's portfolio in Q1 2025, its #226 holding.
Transform Wealth first reported a position in Norfolk Southern in Q3 2020 and has held it in 16 quarters since.
Transform Wealth's Norfolk Southern position peaked at $282K in Q4 2021.
1,654 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.