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
Q3 		$2.16M Sell
7,952
-46
-0.6% -$13.4K 0.06% 206
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Avidian Wealth Enterprises's UNP Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Union Pacific (UNP) stake by 0.58% in Q3 2026, selling an estimated $13.4K and leaving 7,952 shares worth $2.16M. The position accounts for 0.06% of the portfolio, ranked #206.

Avidian Wealth Enterprises first reported a position in UNP in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.18M in Q2 2026. 156 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Avidian Wealth Enterprises held 7,952 shares of Union Pacific worth $2.16M as of Q3 2026.
  • Avidian Wealth Enterprises sold 46 Union Pacific shares in Q3 2026, an estimated $13.4K.
  • Union Pacific made up 0.06% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #206 holding.
  • Avidian Wealth Enterprises first reported a position in Union Pacific in Q4 2020 and has held it in 24 quarters since.
  • Avidian Wealth Enterprises's Union Pacific position peaked at $2.18M in Q2 2026.
  • 156 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.