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AGH Wealth Advisors’s Union Pacific UNP Stock Holding History

AGH Wealth 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 		$267K Buy
+982
New +$258K 0.17% 105
2025
Q4 		– Sell
-974
Closed -$230K – 128
2025
Q3 		$230K Sell
974
-639
-40% -$144K 0.17% 109
2025
Q2 		$371K Sell
1,613
-90
-5% -$20K 0.31% 70
2025
Q1 		$402K Buy
1,703
+58
+4% +$14K 0.39% 61
2024
Q4 		$375K Buy
+1,645
New +$389K 0.35% 66

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

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

AGH Wealth Advisors opened a new position in Union Pacific (UNP) in Q2 2026: 982 shares worth $267K. The stake represents 0.17% of the portfolio and ranks #105 among its holdings. This is a return to the name: AGH Wealth Advisors previously reported a position in UNP as recently as Q3 2025.

AGH Wealth Advisors first reported a position in UNP in Q4 2024 and has held it in 5 quarters since. The position peaked at $402K in Q1 2025. 2,879 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • AGH Wealth Advisors held 982 shares of Union Pacific worth $267K as of Q2 2026.
  • Union Pacific was a new AGH Wealth Advisors position in Q2 2026.
  • Union Pacific made up 0.17% of AGH Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • AGH Wealth Advisors first reported a position in Union Pacific in Q4 2024 and has held it in 5 quarters since.
  • AGH Wealth Advisors's Union Pacific position peaked at $402K in Q1 2025.
  • 2,879 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.