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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aviso Wealth Management's UNP Position: Q2 2026 in Review

Aviso Wealth Management reduced its Union Pacific (UNP) stake by 0.17% in Q2 2026, selling an estimated $1.31K and leaving 3,019 shares worth $821K. The position accounts for 0.28% of the portfolio, ranked #68.

Aviso Wealth Management first reported a position in UNP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.1M in Q4 2024. 2,889 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Aviso Wealth Management held 3,019 shares of Union Pacific worth $821K as of Q2 2026.
Aviso Wealth Management sold 5 Union Pacific shares in Q2 2026, an estimated $1.31K.
Union Pacific made up 0.28% of Aviso Wealth Management's portfolio in Q2 2026, its #68 holding.
Aviso Wealth Management first reported a position in Union Pacific in Q1 2024 and has held it in 10 quarters since.
Aviso Wealth Management's Union Pacific position peaked at $1.1M in Q4 2024.
2,889 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.