Beacon Financial Advisory’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$299K Buy
1,098
+9
+0.8% +$2.36K 0.06% 332
2026
Q1
$264K Buy
1,089
+73
+7% +$17.9K 0.06% 330
2025
Q4
$235K Sell
1,016
-11
-1% -$2.51K 0.05% 340
2025
Q3
$243K Buy
1,027
+88
+9% +$19.8K 0.06% 331
2025
Q2
$216K Buy
+939
New +$208K 0.06% 330

Other funds holding UNP

Beacon Financial Advisory's UNP Position: Q2 2026 in Review

Beacon Financial Advisory increased its Union Pacific (UNP) stake by 0.83% in Q2 2026, buying an estimated $2.36K and bringing the position to 1,098 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #332.

Beacon Financial Advisory first reported a position in UNP in Q2 2025 and has held it in 5 quarters since. 2,895 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Beacon Financial Advisory held 1,098 shares of Union Pacific worth $299K as of Q2 2026.
  • Beacon Financial Advisory bought 9 Union Pacific shares in Q2 2026, an estimated $2.36K.
  • Union Pacific made up 0.06% of Beacon Financial Advisory's portfolio in Q2 2026, its #332 holding.
  • Beacon Financial Advisory first reported a position in Union Pacific in Q2 2025 and has held it in 5 quarters since.
  • 2,895 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.