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Bellwether Advisors’s Union Pacific UNP Stock Holding History

Bellwether 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 		$302K Sell
1,109
-213
-16% -$55.9K 0.04% 144
2026
Q1 		$321K Sell
1,322
-25
-2% -$6.12K 0.05% 129
2025
Q4 		$312K Hold
1,347
– – 0.05% 107
2025
Q3 		$318K Sell
1,347
-103
-7% -$23.2K 0.05% 113
2025
Q2 		$334K Buy
1,450
+127
+10% +$28.2K 0.06% 99
2025
Q1 		$313K Hold
1,323
– – 0.07% 100
2024
Q4 		$302K Hold
1,323
– – 0.05% 106
2024
Q3 		$326K Sell
1,323
-10
-0.8% -$2.42K 0.06% 97
2024
Q2 		$302K Buy
1,333
+142
+12% +$33.3K 0.06% 100
2024
Q1 		$293K Hold
1,191
– – 0.06% 105
2023
Q4 		$293K Sell
1,191
-61
-5% -$13.4K 0.07% 102
2023
Q3 		$255K Buy
1,252
+61
+5% +$13.3K 0.07% 101
2023
Q2 		$244K Buy
1,191
+1
+0.1% +$199 0.07% 80
2023
Q1 		$239K Sell
1,190
-2
-0.2% -$405 0.07% 116
2022
Q4 		$247K Hold
1,192
– – 0.07% 113
2022
Q3 		$232K Buy
1,192
+57
+5% +$12.6K 0.08% 98
2022
Q2 		$242K Hold
1,135
– – 0.08% 106
2022
Q1 		$310K Hold
1,135
– – 0.09% 123
2021
Q4 		$285K Hold
1,135
– – 0.09% 112
2021
Q3 		$222K Sell
1,135
-8
-0.7% -$1.73K 0.07% 142
2021
Q2 		$251K Sell
1,143
-50
-4% -$11.1K 0.09% 118
2021
Q1 		$263K Hold
1,193
– – 0.1% 101
2020
Q4 		$248K Buy
+1,193
New +$238K 0.11% 100

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

Bellwether Advisors's UNP Position: Q2 2026 in Review

Bellwether Advisors reduced its Union Pacific (UNP) stake by 16% in Q2 2026, selling an estimated $55.9K and leaving 1,109 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #144.

Bellwether Advisors first reported a position in UNP in Q4 2020 and has held it in 23 quarters since. The position peaked at $334K in Q2 2025. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Bellwether Advisors held 1,109 shares of Union Pacific worth $302K as of Q2 2026.
  • Bellwether Advisors sold 213 Union Pacific shares in Q2 2026, an estimated $55.9K.
  • Union Pacific made up 0.04% of Bellwether Advisors's portfolio in Q2 2026, its #144 holding.
  • Bellwether Advisors first reported a position in Union Pacific in Q4 2020 and has held it in 23 quarters since.
  • Bellwether Advisors's Union Pacific position peaked at $334K in Q2 2025.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.