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Avaii Wealth Management’s Union Pacific UNP Stock Holding History

Avaii Wealth Management’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 		$589K Sell
2,428
-69
-3% -$16.9K 0.21% 64
2025
Q4 		$578K Buy
2,497
+4
+0.2% +$913 0.21% 63
2025
Q3 		$589K Buy
+2,493
New +$562K 0.22% 61
2024
Q3 		– Sell
-1,459
Closed -$330K – 154
2024
Q2 		$330K Sell
1,459
-11
-0.7% -$2.58K 0.18% 98
2024
Q1 		$362K Sell
1,470
-94
-6% -$23.1K 0.21% 86
2023
Q4 		$384K Sell
1,564
-33
-2% -$7.25K 0.25% 89
2023
Q3 		$325K Buy
1,597
+44
+3% +$9.58K 0.25% 88
2023
Q2 		$318K Buy
1,553
+26
+2% +$5.17K 0.24% 87
2023
Q1 		$307K Sell
1,527
-11
-0.7% -$2.23K 0.27% 90
2022
Q4 		$318K Sell
1,538
-242
-14% -$49.6K 0.28% 86
2022
Q3 		$347K Sell
1,780
-11
-0.6% -$2.43K 0.36% 64
2022
Q2 		$382K Buy
1,791
+82
+5% +$18.7K 0.41% 49
2022
Q1 		$466K Buy
1,709
+82
+5% +$20.7K 0.43% 41
2021
Q4 		$410K Buy
+1,627
New +$385K 0.41% 53

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

Avaii Wealth Management's UNP Position: Q1 2026 in Review

Avaii Wealth Management reduced its Union Pacific (UNP) stake by 2.8% in Q1 2026, selling an estimated $16.9K and leaving 2,428 shares worth $589K. The position accounts for 0.21% of the portfolio, ranked #64.

Avaii Wealth Management first reported a position in UNP in Q4 2021 and has held it in 14 quarters since. The position peaked at $589K in Q3 2025. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Avaii Wealth Management held 2,428 shares of Union Pacific worth $589K as of Q1 2026.
  • Avaii Wealth Management sold 69 Union Pacific shares in Q1 2026, an estimated $16.9K.
  • Union Pacific made up 0.21% of Avaii Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Avaii Wealth Management first reported a position in Union Pacific in Q4 2021 and has held it in 14 quarters since.
  • Avaii Wealth Management's Union Pacific position peaked at $589K in Q3 2025.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.