AWE
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Avidian Wealth Enterprises’s Union Pacific UNP Stock Holding History

Avidian Wealth Enterprises’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 		$2.18M Buy
7,998
+196
+3% +$51.5K 0.06% 197
2026
Q1 		$1.89M Buy
7,802
+4,653
+148% +$1.14M 0.06% 200
2025
Q4 		$728K Sell
3,149
-39
-1% -$8.9K 0.03% 289
2025
Q3 		$754K Buy
3,188
+481
+18% +$108K 0.03% 276
2025
Q2 		$623K Sell
2,707
-422
-13% -$93.7K 0.03% 286
2025
Q1 		$739K Sell
3,129
-807
-21% -$194K 0.03% 233
2024
Q4 		$898K Buy
3,936
+254
+7% +$60.1K 0.04% 203
2024
Q3 		$908K Buy
3,682
+1,117
+44% +$271K 0.04% 205
2024
Q2 		$580K Buy
2,565
+408
+19% +$95.6K 0.02% 262
2024
Q1 		$530K Buy
2,157
+764
+55% +$188K 0.03% 258
2023
Q4 		$342K Sell
1,393
-2,986
-68% -$656K 0.02% 320
2023
Q3 		$892K Buy
4,379
+61
+1% +$13.3K 0.06% 178
2023
Q2 		$884K Sell
4,318
-521
-11% -$104K 0.06% 193
2023
Q1 		$974K Sell
4,839
-212
-4% -$43K 0.05% 206
2022
Q4 		$1.05M Buy
5,051
+2,426
+92% +$498K 0.07% 170
2022
Q3 		$511K Sell
2,625
-124
-5% -$27.4K 0.04% 232
2022
Q2 		$586K Buy
2,749
+273
+11% +$62.1K 0.04% 243
2022
Q1 		$676K Buy
2,476
+206
+9% +$52K 0.04% 248
2021
Q4 		$572K Buy
2,270
+1,059
+87% +$251K 0.04% 275
2021
Q3 		$237K Buy
1,211
+77
+7% +$16.6K 0.02% 332
2021
Q2 		$249K Buy
1,134
+91
+9% +$20.3K 0.02% 336
2021
Q1 		$230K Buy
1,043
+63
+6% +$13.2K 0.02% 324
2020
Q4 		$204K Buy
+980
New +$196K 0.02% 301

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

Avidian Wealth Enterprises's UNP Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Union Pacific (UNP) stake by 2.5% in Q2 2026, buying an estimated $51.5K and bringing the position to 7,998 shares worth $2.18M. The position accounts for 0.06% of the portfolio, ranked #197.

Avidian Wealth Enterprises first reported a position in UNP in Q4 2020 and has held it in 23 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Avidian Wealth Enterprises held 7,998 shares of Union Pacific worth $2.18M as of Q2 2026.
  • Avidian Wealth Enterprises bought 196 Union Pacific shares in Q2 2026, an estimated $51.5K.
  • Union Pacific made up 0.06% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #197 holding.
  • Avidian Wealth Enterprises first reported a position in Union Pacific in Q4 2020 and has held it in 23 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.