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Unique Wealth Strategies’s Norfolk Southern NSC Stock Holding History

Unique Wealth Strategies’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
2024
Q3 		– Sell
-11
Closed -$2.8K – 515
2024
Q2 		$2.8K Buy
+11
New +$2.55K ﹤0.01% 440

Other funds holding NSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Unique Wealth Strategies's NSC Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Norfolk Southern (NSC) in Q3 2024, closing a stake of 11 shares — an estimated $2.8K sold.

Unique Wealth Strategies first reported a position in NSC in Q2 2024 and held it in 1 quarter. The position peaked at $2.8K in Q2 2024. 1,607 funds tracked by Wall St. Rank hold NSC as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Norfolk Southern position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 11 Norfolk Southern shares in Q3 2024, an estimated $2.8K.
  • Unique Wealth Strategies first reported a position in Norfolk Southern in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Norfolk Southern position peaked at $2.8K in Q2 2024.
  • 1,607 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.