Aviso Wealth Management’s Union Pacific UNP Stock Holding History

Aviso Wealth Management’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	$805K	Sell	2,960 -59	-2%	-$17.2K	0.31%	71
2026 Q2	$821K	Sell	3,019 -5	-0.2%	-$1.31K	0.28%	68
2026 Q1	$734K	Sell	3,024 -731	-19%	-$179K	0.33%	68
2025 Q4	$869K	Sell	3,755 -343	-8%	-$78.3K	0.37%	63
2025 Q3	$969K	Sell	4,098 -158	-4%	-$35.6K	0.42%	59
2025 Q2	$979K	Buy	4,256 +2	+0%	+$444	0.46%	57
2025 Q1	$1.01M	Sell	4,254 -568	-12%	-$137K	0.53%	50
2024 Q4	$1.1M	Buy	4,822 +1,308	+37%	+$310K	0.56%	50
2024 Q3	$866K	Buy	3,514 +2,015	+134%	+$489K	0.47%	59
2024 Q2	$339K	Buy	1,499 +219	+17%	+$51.3K	0.2%	103
2024 Q1	$315K	Buy	+1,280	New	+$315K	0.2%	105

Other funds holding UNP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Aviso Wealth Management's UNP Position: Q3 2026 in Review

Aviso Wealth Management reduced its Union Pacific (UNP) stake by 2% in Q3 2026, selling an estimated $17.2K and leaving 2,960 shares worth $805K. The position accounts for 0.31% of the portfolio, ranked #71.

Aviso Wealth Management first reported a position in UNP in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.1M in Q4 2024. 1,726 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Aviso Wealth Management held 2,960 shares of Union Pacific worth $805K as of Q3 2026.
Aviso Wealth Management sold 59 Union Pacific shares in Q3 2026, an estimated $17.2K.
Union Pacific made up 0.31% of Aviso Wealth Management's portfolio in Q3 2026, its #71 holding.
Aviso Wealth Management first reported a position in Union Pacific in Q1 2024 and has held it in 11 quarters since.
Aviso Wealth Management's Union Pacific position peaked at $1.1M in Q4 2024.
1,726 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.