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Advisor OS’s Union Pacific UNP Stock Holding History

Advisor OS’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 		$876K Sell
3,219
-86
-3% -$22.6K 0.06% 220
2026
Q1 		$802K Buy
3,305
+289
+10% +$70.8K 0.06% 211
2025
Q4 		$698K Buy
3,016
+13
+0.4% +$2.97K 0.06% 224
2025
Q3 		$710K Buy
3,003
+90
+3% +$20.3K 0.06% 201
2025
Q2 		$670K Sell
2,913
-307
-10% -$68.2K 0.07% 205
2025
Q1 		$761K Buy
3,220
+86
+3% +$20.7K 0.09% 160
2024
Q4 		$715K Buy
3,134
+298
+11% +$70.5K 0.08% 165
2024
Q3 		$699K Buy
2,836
+170
+6% +$41.2K 0.07% 210
2024
Q2 		$603K Sell
2,666
-20
-0.7% -$4.69K 0.07% 223
2024
Q1 		$660K Buy
2,686
+99
+4% +$24.4K 0.08% 204
2023
Q4 		$635K Buy
2,587
+1,209
+88% +$266K 0.08% 183
2023
Q3 		$281K Buy
+1,378
New +$300K 0.04% 240
2020
Q3 		– Sell
-1,239
Closed -$209K – 165
2020
Q2 		$209K Buy
+1,239
New +$199K 0.12% 129

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Advisor OS's UNP Position: Q2 2026 in Review

Advisor OS reduced its Union Pacific (UNP) stake by 2.6% in Q2 2026, selling an estimated $22.6K and leaving 3,219 shares worth $876K. The position accounts for 0.06% of the portfolio, ranked #220.

Advisor OS first reported a position in UNP in Q2 2020 and has held it in 13 quarters since. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Advisor OS held 3,219 shares of Union Pacific worth $876K as of Q2 2026.
  • Advisor OS sold 86 Union Pacific shares in Q2 2026, an estimated $22.6K.
  • Union Pacific made up 0.06% of Advisor OS's portfolio in Q2 2026, its #220 holding.
  • Advisor OS first reported a position in Union Pacific in Q2 2020 and has held it in 13 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.