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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
Q2 		$458K Buy
1,684
+1
+0.1% +$263 0.14% 122
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Beacon Investment Advisors's UNP Position: Q2 2026 in Review

Beacon Investment Advisors increased its Union Pacific (UNP) stake by 0.06% in Q2 2026, buying an estimated $263 and bringing the position to 1,684 shares worth $458K. The position accounts for 0.14% of the portfolio, ranked #122.

Beacon Investment Advisors first reported a position in UNP in Q2 2024 and has held it in 9 quarters since. 2,885 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Beacon Investment Advisors held 1,684 shares of Union Pacific worth $458K as of Q2 2026.
  • Beacon Investment Advisors bought 1 Union Pacific share in Q2 2026, an estimated $263.
  • Union Pacific made up 0.14% of Beacon Investment Advisors's portfolio in Q2 2026, its #122 holding.
  • Beacon Investment Advisors first reported a position in Union Pacific in Q2 2024 and has held it in 9 quarters since.
  • 2,885 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.