AC
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Avestar Capital’s Union Pacific UNP Stock Holding History

Avestar Capital’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 		$983K Buy
3,615
+307
+9% +$80.6K 0.05% 248
2026
Q1 		$803K Buy
3,308
+245
+8% +$60K 0.05% 263
2025
Q4 		$709K Buy
3,063
+103
+3% +$23.5K 0.05% 272
2025
Q3 		$700K Sell
2,960
-1,547
-34% -$349K 0.05% 280
2025
Q2 		$1.04M Buy
4,507
+633
+16% +$141K 0.07% 204
2025
Q1 		$915K Buy
3,874
+361
+10% +$86.9K 0.08% 199
2024
Q4 		$801K Buy
3,513
+412
+13% +$97.5K 0.07% 207
2024
Q3 		$764K Buy
3,101
+280
+10% +$67.9K 0.08% 194
2024
Q2 		$638K Sell
2,821
-30
-1% -$7.03K 0.07% 212
2024
Q1 		$705K Buy
2,851
+684
+32% +$168K 0.07% 189
2023
Q4 		$532K Buy
2,167
+723
+50% +$159K 0.06% 190
2023
Q3 		$294K Buy
+1,444
New +$314K 0.04% 257
2019
Q3 		– Sell
-207
Closed -$33K – 797
2019
Q2 		$33K Hold
207
– – 0.02% 338
2019
Q1 		$33K Buy
207
+2
+1% +$322 0.02% 331
2018
Q4 		$25K Buy
205
+5
+3% +$741 0.02% 320
2018
Q3 		$28K Sell
200
-38
-16% -$5.72K 0.02% 335
2018
Q2 		$29K Buy
238
+52
+28% +$7.25K 0.02% 322
2018
Q1 		$25K Buy
186
+43
+30% +$5.79K 0.02% 305
2017
Q4 		$18K Buy
+143
New +$17.2K 0.01% 365

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

Avestar Capital's UNP Position: Q2 2026 in Review

Avestar Capital increased its Union Pacific (UNP) stake by 9.3% in Q2 2026, buying an estimated $80.6K and bringing the position to 3,615 shares worth $983K. The position accounts for 0.05% of the portfolio, ranked #248.

Avestar Capital first reported a position in UNP in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.04M in Q2 2025. 1,352 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Avestar Capital held 3,615 shares of Union Pacific worth $983K as of Q2 2026.
  • Avestar Capital bought 307 Union Pacific shares in Q2 2026, an estimated $80.6K.
  • Union Pacific made up 0.05% of Avestar Capital's portfolio in Q2 2026, its #248 holding.
  • Avestar Capital first reported a position in Union Pacific in Q4 2017 and has held it in 19 quarters since.
  • Avestar Capital's Union Pacific position peaked at $1.04M in Q2 2025.
  • 1,352 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.