4A
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4Wealth Advisors’s Union Pacific UNP Stock Holding History

4Wealth Advisors’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$430K Buy
1,578
+36
+2% +$9.45K 0.33% 90
2026
Q1 		$369K Buy
1,542
+93
+6% +$22.8K 0.32% 100
2025
Q4 		$335K Buy
1,449
+117
+9% +$26.7K 0.29% 115
2025
Q3 		$315K Buy
+1,332
New +$300K 0.28% 111

Other funds holding UNP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

4Wealth Advisors's UNP Position: Q2 2026 in Review

4Wealth Advisors increased its Union Pacific (UNP) stake by 2.3% in Q2 2026, buying an estimated $9.45K and bringing the position to 1,578 shares worth $430K. The position accounts for 0.33% of the portfolio, ranked #90.

4Wealth Advisors first reported a position in UNP in Q3 2025 and has held it in 4 quarters since. 1,352 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • 4Wealth Advisors held 1,578 shares of Union Pacific worth $430K as of Q2 2026.
  • 4Wealth Advisors bought 36 Union Pacific shares in Q2 2026, an estimated $9.45K.
  • Union Pacific made up 0.33% of 4Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • 4Wealth Advisors first reported a position in Union Pacific in Q3 2025 and has held it in 4 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.