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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Wealth Management's UNP Position: Q1 2026 in Review

Aviso Wealth Management reduced its Union Pacific (UNP) stake by 19% in Q1 2026, selling an estimated $179K and leaving 3,024 shares worth $734K. The position accounts for 0.33% of the portfolio, ranked #68.

Aviso Wealth Management first reported a position in UNP in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q4 2024. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Aviso Wealth Management held 3,024 shares of Union Pacific worth $734K as of Q1 2026.
Aviso Wealth Management sold 731 Union Pacific shares in Q1 2026, an estimated $179K.
Union Pacific made up 0.33% of Aviso Wealth Management's portfolio in Q1 2026, its #68 holding.
Aviso Wealth Management first reported a position in Union Pacific in Q1 2024 and has held it in 9 quarters since.
Aviso Wealth Management's Union Pacific position peaked at $1.1M in Q4 2024.
2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.