Wealthquest’s Norfolk Southern NSC Stock Holding History

Wealthquest’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	$261K	Buy	831 +4	+0.5%	+$1.23K	0.02%	148
2026 Q1	$237K	Sell	827 -38	-4%	-$11.3K	0.02%	135
2025 Q4	$250K	Buy	+865	New	+$250K	0.02%	123
2025 Q3	–	Sell	-869	Closed	-$222K	–	103
2025 Q2	$222K	Buy	869 +10	+1%	+$2.36K	0.02%	129
2025 Q1	$203K	Sell	859 -10	-1%	-$2.44K	0.02%	131
2024 Q4	$204K	Sell	869 -1	-0.1%	-$254	0.02%	125
2024 Q3	$216K	Buy	+870	New	+$209K	0.02%	120
2024 Q2	–	Sell	-865	Closed	-$220K	–	129
2024 Q1	$220K	Buy	865 +5	+0.6%	+$1.24K	0.02%	123
2023 Q4	$203K	Buy	+860	New	+$180K	0.02%	133
2022 Q3	–	Sell	-1,048	Closed	-$238K	–	123
2022 Q2	$238K	Hold	1,048	–	–	0.04%	109
2022 Q1	$312K	Hold	1,048	–	–	0.05%	108
2021 Q4	$312K	Buy	1,048 +200	+24%	+$55.8K	0.05%	108
2021 Q3	$202K	Hold	848	–	–	0.03%	134
2021 Q2	$225K	Hold	848	–	–	0.04%	129
2021 Q1	$227K	Buy	+848	New	+$215K	0.04%	127

Other funds holding NSC

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TFG

Taylor Financial Group Roanoke, Virginia $182M AUM 21.76% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Wealthquest's NSC Position: Q2 2026 in Review

Wealthquest increased its Norfolk Southern (NSC) stake by 0.48% in Q2 2026, buying an estimated $1.23K and bringing the position to 831 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #148.

Wealthquest first reported a position in NSC in Q1 2021 and has held it in 15 quarters since. The position peaked at $312K in Q1 2022. 609 funds tracked by Wall St. Rank hold NSC as of Q2 2026.

Wealthquest held 831 shares of Norfolk Southern worth $261K as of Q2 2026.
Wealthquest bought 4 Norfolk Southern shares in Q2 2026, an estimated $1.23K.
Norfolk Southern made up 0.02% of Wealthquest's portfolio in Q2 2026, its #148 holding.
Wealthquest first reported a position in Norfolk Southern in Q1 2021 and has held it in 15 quarters since.
Wealthquest's Norfolk Southern position peaked at $312K in Q1 2022.
609 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.