Consilio Wealth Advisors’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$236K Buy
867
+8
+0.9% +$2.1K 0.06% 98
2026
Q1
$208K Buy
+859
New +$210K 0.06% 95
2025
Q4
Sell
-861
Closed -$204K 105
2025
Q3
$204K Buy
+861
New +$194K 0.07% 95
2025
Q2
Sell
-952
Closed -$225K 88
2025
Q1
$225K Buy
+952
New +$229K 0.09% 63
2024
Q4
Sell
-884
Closed -$218K 79
2024
Q3
$218K Buy
+884
New +$214K 0.09% 64

Other funds holding UNP

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

Consilio Wealth Advisors increased its Union Pacific (UNP) stake by 0.93% in Q2 2026, buying an estimated $2.1K and bringing the position to 867 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #98.

Consilio Wealth Advisors first reported a position in UNP in Q3 2024 and has held it in 5 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Consilio Wealth Advisors held 867 shares of Union Pacific worth $236K as of Q2 2026.
  • Consilio Wealth Advisors bought 8 Union Pacific shares in Q2 2026, an estimated $2.1K.
  • Union Pacific made up 0.06% of Consilio Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • Consilio Wealth Advisors first reported a position in Union Pacific in Q3 2024 and has held it in 5 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.