ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s Union Pacific UNP Stock Holding History

ARS Wealth Advisors Group’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 		$1.2M Buy
4,408
+4
+0.1% +$1.16K 0.09% 86
2026
Q2 		$1.2M Buy
4,404
+695
+19% +$182K 0.09% 88
2026
Q1 		$900K Buy
3,709
+312
+9% +$76.4K 0.08% 92
2025
Q4 		$786K Sell
3,397
-718
-17% -$164K 0.07% 91
2025
Q3 		$973K Buy
4,115
+59
+1% +$13.3K 0.1% 75
2025
Q2 		$933K Sell
4,056
-70
-2% -$15.5K 0.11% 77
2025
Q1 		$975K Sell
4,126
-304
-7% -$73.2K 0.14% 61
2024
Q4 		$1.01M Buy
4,430
+154
+4% +$36.5K 0.14% 67
2024
Q3 		$1.05M Hold
4,276
– – 0.13% 68
2024
Q2 		$967K Sell
4,276
-35
-0.8% -$8.2K 0.13% 68
2024
Q1 		$1.06M Hold
4,311
– – 0.14% 64
2023
Q4 		$1.06M Buy
4,311
+105
+2% +$23.1K 0.16% 61
2023
Q3 		$856K Sell
4,206
-1,149
-21% -$250K 0.14% 70
2023
Q2 		$1.1M Buy
5,355
+644
+14% +$128K 0.17% 62
2023
Q1 		$948K Buy
4,711
+1,641
+53% +$333K 0.17% 58
2022
Q4 		$636K Sell
3,070
-554
-15% -$114K 0.1% 79
2022
Q3 		$706K Buy
3,624
+321
+10% +$71K 0.11% 84
2022
Q2 		$704K Buy
3,303
+150
+5% +$34.1K 0.1% 91
2022
Q1 		$861K Hold
3,153
– – 0.15% 60
2021
Q4 		$794K Hold
3,153
– – 0.13% 66
2021
Q3 		$618K Buy
+3,153
New +$681K 0.11% 74

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

ARS Wealth Advisors Group's UNP Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its Union Pacific (UNP) stake by 0.09% in Q3 2026, buying an estimated $1.16K and bringing the position to 4,408 shares worth $1.2M. The position accounts for 0.09% of the portfolio, ranked #86.

ARS Wealth Advisors Group first reported a position in UNP in Q3 2021 and has held it in 21 quarters since. 1,726 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • ARS Wealth Advisors Group held 4,408 shares of Union Pacific worth $1.2M as of Q3 2026.
  • ARS Wealth Advisors Group bought 4 Union Pacific shares in Q3 2026, an estimated $1.16K.
  • Union Pacific made up 0.09% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #86 holding.
  • ARS Wealth Advisors Group first reported a position in Union Pacific in Q3 2021 and has held it in 21 quarters since.
  • 1,726 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.