Core Wealth Advisors (Florida)’s Union Pacific UNP Stock Holding History

Core Wealth Advisors (Florida)’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	$266K	Sell	977 -22	-2%	-$5.78K	0.05%	114
2026 Q1	$242K	Buy	999 +29	+3%	+$7.1K	0.06%	97
2025 Q4	$224K	Hold	970	–	–	0.06%	89
2025 Q3	$229K	Buy	+970	New	+$219K	0.06%	85
2024 Q2	–	Sell	-750	Closed	-$184K	–	225
2024 Q1	$184K	Hold	750	–	–	0.06%	56
2023 Q4	$184K	Buy	+750	New	+$165K	0.07%	50
2023 Q2	–	Sell	-110	Closed	-$22.1K	–	277
2023 Q1	$22.1K	Hold	110	–	–	0.01%	107
2022 Q4	$22.8K	Hold	110	–	–	0.01%	109
2022 Q3	$21K	Hold	110	–	–	0.01%	96
2022 Q2	$23K	Buy	+110	New	+$25K	0.01%	99
2020 Q4	–	Sell	-5	Closed	-$1K	–	197
2020 Q3	$1K	Buy	+5	New	+$929	﹤0.01%	158

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

Core Wealth Advisors (Florida)'s UNP Position: Q2 2026 in Review

Core Wealth Advisors (Florida) reduced its Union Pacific (UNP) stake by 2.2% in Q2 2026, selling an estimated $5.78K and leaving 977 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #114.

Core Wealth Advisors (Florida) first reported a position in UNP in Q3 2020 and has held it in 11 quarters since. 2,865 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Core Wealth Advisors (Florida) held 977 shares of Union Pacific worth $266K as of Q2 2026.
Core Wealth Advisors (Florida) sold 22 Union Pacific shares in Q2 2026, an estimated $5.78K.
Union Pacific made up 0.05% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #114 holding.
Core Wealth Advisors (Florida) first reported a position in Union Pacific in Q3 2020 and has held it in 11 quarters since.
2,865 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.