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Arkadios Wealth Advisors’s Union Pacific UNP Stock Holding History

Arkadios 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
Q1 		$10.3M Buy
42,524
+2,735
+7% +$670K 0.17% 137
2025
Q4 		$9.2M Buy
39,789
+8,199
+26% +$1.87M 0.18% 123
2025
Q3 		$7.47M Buy
31,590
+25,701
+436% +$5.79M 0.18% 130
2025
Q2 		$1.36M Buy
5,889
+387
+7% +$85.9K 0.04% 459
2025
Q1 		$1.3M Buy
5,502
+2,828
+106% +$681K 0.05% 386
2024
Q4 		$610K Sell
2,674
-962
-26% -$228K 0.03% 471
2024
Q3 		$896K Buy
3,636
+1,239
+52% +$300K 0.05% 351
2024
Q2 		$542K Buy
2,397
+435
+22% +$102K 0.04% 447
2024
Q1 		$483K Sell
1,962
-432
-18% -$106K 0.04% 384
2023
Q4 		$588K Sell
2,394
-166
-6% -$36.5K 0.05% 328
2023
Q3 		$521K Buy
2,560
+966
+61% +$210K 0.05% 326
2023
Q2 		$326K Sell
1,594
-435
-21% -$86.5K 0.04% 424
2023
Q1 		$408K Sell
2,029
-342
-14% -$69.3K 0.05% 351
2022
Q4 		$491K Sell
2,371
-80
-3% -$16.4K 0.07% 284
2022
Q3 		$477K Buy
2,451
+527
+27% +$117K 0.07% 278
2022
Q2 		$410K Buy
1,924
+219
+13% +$49.8K 0.06% 329
2022
Q1 		$466K Buy
1,705
+201
+13% +$50.8K 0.06% 329
2021
Q4 		$379K Buy
1,504
+244
+19% +$57.8K 0.05% 391
2021
Q3 		$247K Sell
1,260
-125
-9% -$27K 0.04% 452
2021
Q2 		$304K Buy
1,385
+176
+15% +$39.2K 0.04% 446
2021
Q1 		$266K Buy
1,209
+432
+56% +$90.7K 0.04% 363
2020
Q4 		$161K Buy
777
+170
+28% +$34K 0.03% 359
2020
Q3 		$127K Sell
607
-82
-12% -$15.2K 0.06% 253
2020
Q2 		$118K Sell
689
-148
-18% -$23.7K 0.07% 232
2020
Q1 		$118K Sell
837
-110
-12% -$18.2K 0.08% 215
2019
Q4 		$175K Buy
+947
New +$162K 0.1% 168

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Arkadios Wealth Advisors's UNP Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Union Pacific (UNP) stake by 6.9% in Q1 2026, buying an estimated $670K and bringing the position to 42,524 shares worth $10.3M. The position accounts for 0.17% of the portfolio, ranked #137.

Arkadios Wealth Advisors first reported a position in UNP in Q4 2019 and has held it in 26 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Arkadios Wealth Advisors held 42,524 shares of Union Pacific worth $10.3M as of Q1 2026.
  • Arkadios Wealth Advisors bought 2,735 Union Pacific shares in Q1 2026, an estimated $670K.
  • Union Pacific made up 0.17% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #137 holding.
  • Arkadios Wealth Advisors first reported a position in Union Pacific in Q4 2019 and has held it in 26 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.