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Aventura Private Wealth’s Union Pacific UNP Stock Holding History

Aventura Private 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 		$211K Buy
775
+303
+64% +$79.6K 0.06% 168
2026
Q1 		$115K Buy
472
+64
+16% +$15.7K 0.04% 207
2025
Q4 		$94.4K Buy
408
+1
+0.2% +$228 0.03% 221
2025
Q3 		$96.2K Hold
407
– – 0.04% 227
2025
Q2 		$93.6K Hold
407
– – 0.04% 216
2025
Q1 		$96.2K Hold
407
– – 0.05% 192
2024
Q4 		$92.8K Buy
+407
New +$96.4K 0.05% 194

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aventura Private Wealth's UNP Position: Q2 2026 in Review

Aventura Private Wealth increased its Union Pacific (UNP) stake by 64% in Q2 2026, buying an estimated $79.6K and bringing the position to 775 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #168.

Aventura Private Wealth first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Aventura Private Wealth held 775 shares of Union Pacific worth $211K as of Q2 2026.
  • Aventura Private Wealth bought 303 Union Pacific shares in Q2 2026, an estimated $79.6K.
  • Union Pacific made up 0.06% of Aventura Private Wealth's portfolio in Q2 2026, its #168 holding.
  • Aventura Private Wealth first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.