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Aviso Financial’s Union Pacific UNP Stock Holding History

Aviso Financial’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
Q1 		– Sell
-8
Closed -$1.85K – 377
2025
Q4 		$1.85K Hold
8
– – ﹤0.01% 323
2025
Q3 		$1.89K Sell
8
-2,676
-100% -$603K ﹤0.01% 324
2025
Q2 		$618K Sell
2,684
-368
-12% -$81.7K 0.03% 185
2025
Q1 		$721K Buy
3,052
+61
+2% +$14.7K 0.04% 171
2024
Q4 		$682K Sell
2,991
-201
-6% -$47.6K 0.03% 182
2024
Q3 		$787K Buy
3,192
+191
+6% +$46.3K 0.04% 168
2024
Q2 		$679K Buy
+3,001
New +$703K 0.04% 176

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aviso Financial's UNP Position: Q1 2026 in Review

Aviso Financial sold out of Union Pacific (UNP) in Q1 2026, closing a stake of 8 shares — an estimated $1.85K sold.

Aviso Financial first reported a position in UNP in Q2 2024 and held it in 7 quarters. The position peaked at $787K in Q3 2024. 2,763 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Aviso Financial reported no remaining Union Pacific position as of Q1 2026 after selling out during the quarter.
  • Aviso Financial sold 8 Union Pacific shares in Q1 2026, an estimated $1.85K.
  • Aviso Financial first reported a position in Union Pacific in Q2 2024 and held it in 7 quarters.
  • Aviso Financial's Union Pacific position peaked at $787K in Q3 2024.
  • 2,763 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.