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Avantra Family Wealth’s Union Pacific UNP Stock Holding History

Avantra Family Wealth’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 		– Sell
-1,157
Closed -$281K – 189
2026
Q1 		$281K Buy
+1,157
New +$283K 0.21% 136

Other funds holding UNP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Avantra Family Wealth's UNP Position: Q2 2026 in Review

Avantra Family Wealth sold out of Union Pacific (UNP) in Q2 2026, closing a stake of 1,157 shares — an estimated $281K sold.

Avantra Family Wealth first reported a position in UNP in Q1 2026 and held it in 1 quarter. The position peaked at $281K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Avantra Family Wealth reported no remaining Union Pacific position as of Q2 2026 after selling out during the quarter.
  • Avantra Family Wealth sold 1,157 Union Pacific shares in Q2 2026, an estimated $281K.
  • Avantra Family Wealth first reported a position in Union Pacific in Q1 2026 and held it in 1 quarter.
  • Avantra Family Wealth's Union Pacific position peaked at $281K in Q1 2026.
  • 1,352 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.