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Carolina Wealth Advisors’s Union Pacific UNP Stock Holding History

Carolina Wealth 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 		$2.98M Sell
10,960
-174
-2% -$45.7K 1.17% 24
2026
Q1 		$2.7M Buy
11,134
+10,847
+3,779% +$2.66M 1.12% 26
2025
Q4 		$66.4K Buy
287
+1
+0.3% +$228 0.03% 100
2025
Q3 		$67.6K Buy
286
+215
+303% +$48.5K 0.03% 95
2025
Q2 		$16.3K Buy
71
+45
+173% +$9.99K 0.01% 129
2025
Q1 		$6.14K Hold
26
– – ﹤0.01% 177
2024
Q4 		$5.93K Hold
26
– – ﹤0.01% 183
2024
Q3 		$6.41K Buy
+26
New +$6.3K ﹤0.01% 203

Other funds holding UNP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Carolina Wealth Advisors's UNP Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Union Pacific (UNP) stake by 1.6% in Q2 2026, selling an estimated $45.7K and leaving 10,960 shares worth $2.98M. The position accounts for 1.17% of the portfolio, ranked #24.

Carolina Wealth Advisors first reported a position in UNP in Q3 2024 and has held it in 8 quarters since. 914 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Carolina Wealth Advisors held 10,960 shares of Union Pacific worth $2.98M as of Q2 2026.
  • Carolina Wealth Advisors sold 174 Union Pacific shares in Q2 2026, an estimated $45.7K.
  • Union Pacific made up 1.17% of Carolina Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Carolina Wealth Advisors first reported a position in Union Pacific in Q3 2024 and has held it in 8 quarters since.
  • 914 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.