Avantax Advisory Services’s Union Pacific UNP Stock Holding History

Avantax Advisory Services’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
2025 Q2	$8.61M	Buy	37,438 +1,216	+3%	+$270K	0.05%	308
2025 Q1	$8.56M	Buy	36,222 +1,666	+5%	+$401K	0.05%	283
2024 Q4	$7.88M	Sell	34,556 -1,511	-4%	-$358K	0.05%	282
2024 Q3	$8.89M	Sell	36,067 -2,168	-6%	-$526K	0.06%	249
2024 Q2	$8.65M	Buy	38,235 +20,108	+111%	+$4.71M	0.06%	235
2024 Q1	$4.46M	Sell	18,127 -4,979	-22%	-$1.23M	0.04%	330
2023 Q4	$5.68M	Buy	23,106 +5,694	+33%	+$1.25M	0.06%	256
2023 Q3	$3.55M	Buy	17,412 +294	+2%	+$64K	0.04%	316
2023 Q2	$3.5M	Sell	17,118 -600	-3%	-$119K	0.04%	319
2023 Q1	$3.57M	Buy	17,718 +2,066	+13%	+$419K	0.04%	311
2022 Q4	$3.24M	Buy	15,652 +1,266	+9%	+$260K	0.04%	314
2022 Q3	$2.8M	Sell	14,386 -183	-1%	-$40.5K	0.04%	314
2022 Q2	$3.11M	Sell	14,569 -307	-2%	-$69.9K	0.05%	287
2022 Q1	$4.06M	Buy	14,876 +1,201	+9%	+$303K	0.06%	242
2021 Q4	$3.45M	Buy	13,675 +694	+5%	+$164K	0.05%	261
2021 Q3	$2.55M	Sell	12,981 -627	-5%	-$135K	0.04%	297
2021 Q2	$2.99M	Buy	13,608 +537	+4%	+$120K	0.05%	256
2021 Q1	$2.88M	Buy	13,071 +1,078	+9%	+$226K	0.06%	234
2020 Q4	$2.5M	Sell	11,993 -15,125	-56%	-$3.02M	0.06%	228
2020 Q3	$5.35M	Buy	27,118 +12,966	+92%	+$2.41M	0.09%	200
2020 Q2	$2.4M	Sell	14,152 -408	-3%	-$65.4K	0.07%	192
2020 Q1	$2.06M	Sell	14,560 -718	-5%	-$119K	0.06%	189
2019 Q4	$2.76M	Buy	15,278 +5,256	+52%	+$900K	0.06%	172
2019 Q3	$1.63M	Buy	10,022 +794	+9%	+$134K	0.07%	147
2019 Q2	$1.56M	Buy	9,228 +1,008	+12%	+$173K	0.07%	138
2019 Q1	$1.37M	Buy	8,220 +594	+8%	+$95.6K	0.07%	143
2018 Q4	$1.05M	Buy	+7,626	New	+$1.13M	0.18%	127

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's UNP Position: Q2 2025 in Review

Avantax Advisory Services increased its Union Pacific (UNP) stake by 3.4% in Q2 2025, buying an estimated $270K and bringing the position to 37,438 shares worth $8.61M. The position accounts for 0.05% of the portfolio, ranked #308.

Avantax Advisory Services first reported a position in UNP in Q4 2018 and has held it in 27 quarters since. The position peaked at $8.89M in Q3 2024. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

Avantax Advisory Services held 37,438 shares of Union Pacific worth $8.61M as of Q2 2025.
Avantax Advisory Services bought 1,216 Union Pacific shares in Q2 2025, an estimated $270K.
Union Pacific made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #308 holding.
Avantax Advisory Services first reported a position in Union Pacific in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Union Pacific position peaked at $8.89M in Q3 2024.
2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.