Beacon Investment Advisors’s Union Pacific UNP Stock Holding History

Beacon Investment Advisors’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	$408K	Buy	1,683 +1	+0.1%	+$245	0.15%	122
2025 Q4	$389K	Buy	1,682 +1	+0.1%	+$228	0.16%	123
2025 Q3	$397K	Buy	1,681 +2	+0.1%	+$451	0.16%	119
2025 Q2	$389K	Hold	1,679	–	–	0.17%	117
2025 Q1	$397K	Buy	1,679 +1	+0.1%	+$241	0.19%	115
2024 Q4	$383K	Buy	1,678 +1	+0.1%	+$237	0.18%	111
2024 Q3	$413K	Buy	1,677 +1	+0.1%	+$242	0.2%	114
2024 Q2	$379K	Buy	+1,676	New	+$393K	0.19%	114

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

Beacon Investment Advisors's UNP Position: Q1 2026 in Review

Beacon Investment Advisors increased its Union Pacific (UNP) stake by 0.06% in Q1 2026, buying an estimated $245 and bringing the position to 1,683 shares worth $408K. The position accounts for 0.15% of the portfolio, ranked #122.

Beacon Investment Advisors first reported a position in UNP in Q2 2024 and has held it in 8 quarters since. The position peaked at $413K in Q3 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Beacon Investment Advisors held 1,683 shares of Union Pacific worth $408K as of Q1 2026.
Beacon Investment Advisors bought 1 Union Pacific share in Q1 2026, an estimated $245.
Union Pacific made up 0.15% of Beacon Investment Advisors's portfolio in Q1 2026, its #122 holding.
Beacon Investment Advisors first reported a position in Union Pacific in Q2 2024 and has held it in 8 quarters since.
Beacon Investment Advisors's Union Pacific position peaked at $413K in Q3 2024.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.