4Wealth Advisors
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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
Q3 		– Sell
-1,578
Closed -$430K – 168
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

4Wealth Advisors's UNP Position: Q3 2026 in Review

4Wealth Advisors sold out of Union Pacific (UNP) in Q3 2026, closing a stake of 1,578 shares — an estimated $430K sold.

4Wealth Advisors first reported a position in UNP in Q3 2025 and held it in 4 quarters. The position peaked at $430K in Q2 2026. 1,726 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • 4Wealth Advisors reported no remaining Union Pacific position as of Q3 2026 after selling out during the quarter.
  • 4Wealth Advisors sold 1,578 Union Pacific shares in Q3 2026, an estimated $430K.
  • 4Wealth Advisors first reported a position in Union Pacific in Q3 2025 and held it in 4 quarters.
  • 4Wealth Advisors's Union Pacific position peaked at $430K in Q2 2026.
  • 1,726 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.