CFS Investment Advisory Services’s Union Pacific UNP Stock Holding History

CFS Investment 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 Q2	$377K	Buy	1,334 +6	+0.5%	+$1.57K	0.03%	290
2026 Q1	$334K	Buy	1,328 +66	+5%	+$16.2K	0.02%	299
2025 Q4	$292K	Buy	1,262 +25	+2%	+$5.71K	0.02%	292
2025 Q3	$268K	Sell	1,237 -48	-4%	-$10.8K	0.02%	302
2025 Q2	$296K	Sell	1,285 -92	-7%	-$20.4K	0.02%	277
2025 Q1	$325K	Buy	1,377 +156	+13%	+$37.6K	0.03%	259
2024 Q4	$278K	Buy	1,221 +140	+13%	+$33.1K	0.02%	265
2024 Q3	$266K	Sell	1,081 -887	-45%	-$215K	0.02%	264
2024 Q2	$446K	Buy	+1,968	New	+$461K	0.04%	188
2023 Q3	–	Sell	-1,095	Closed	-$224K	–	248
2023 Q2	$224K	Buy	+1,095	New	+$218K	0.03%	227

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CFS Investment Advisory Services's UNP Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Union Pacific (UNP) stake by 0.45% in Q2 2026, buying an estimated $1.57K and bringing the position to 1,334 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #290.

CFS Investment Advisory Services first reported a position in UNP in Q2 2023 and has held it in 10 quarters since. The position peaked at $446K in Q2 2024. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

CFS Investment Advisory Services held 1,334 shares of Union Pacific worth $377K as of Q2 2026.
CFS Investment Advisory Services bought 6 Union Pacific shares in Q2 2026, an estimated $1.57K.
Union Pacific made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #290 holding.
CFS Investment Advisory Services first reported a position in Union Pacific in Q2 2023 and has held it in 10 quarters since.
CFS Investment Advisory Services's Union Pacific position peaked at $446K in Q2 2024.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.