Breakthru Advisory Services’s Union Pacific UNP Stock Holding History

Breakthru Advisory Services’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	$205K	Sell	845 -22	-3%	-$5.39K	0.33%	58
2025 Q4	$201K	Buy	867 +16	+2%	+$3.65K	0.13%	62
2025 Q3	$201K	Buy	+851	New	+$192K	0.13%	61

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

Breakthru Advisory Services's UNP Position: Q1 2026 in Review

Breakthru Advisory Services reduced its Union Pacific (UNP) stake by 2.5% in Q1 2026, selling an estimated $5.39K and leaving 845 shares worth $205K. The position accounts for 0.33% of the portfolio, ranked #58.

Breakthru Advisory Services first reported a position in UNP in Q3 2025 and has held it in 3 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Breakthru Advisory Services held 845 shares of Union Pacific worth $205K as of Q1 2026.
Breakthru Advisory Services sold 22 Union Pacific shares in Q1 2026, an estimated $5.39K.
Union Pacific made up 0.33% of Breakthru Advisory Services's portfolio in Q1 2026, its #58 holding.
Breakthru Advisory Services first reported a position in Union Pacific in Q3 2025 and has held it in 3 quarters since.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.