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Crux Wealth Advisors’s Union Pacific UNP Stock Holding History

Crux 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 		$271K Buy
998
+5
+0.5% +$1.31K 0.09% 163
2026
Q1 		$241K Buy
993
+43
+5% +$10.5K 0.09% 161
2025
Q4 		$220K Sell
950
-63
-6% -$14.4K 0.08% 165
2025
Q3 		$239K Sell
1,013
-71
-7% -$16K 0.09% 154
2025
Q2 		$250K Sell
1,084
-881
-45% -$196K 0.11% 148
2025
Q1 		$464K Sell
1,965
-522
-21% -$126K 0.24% 117
2024
Q4 		$567K Buy
+2,487
New +$589K 0.32% 85

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Crux Wealth Advisors increased its Union Pacific (UNP) stake by 0.5% in Q2 2026, buying an estimated $1.31K and bringing the position to 998 shares worth $271K. The position accounts for 0.09% of the portfolio, ranked #163.

Crux Wealth Advisors first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. The position peaked at $567K in Q4 2024. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Crux Wealth Advisors held 998 shares of Union Pacific worth $271K as of Q2 2026.
  • Crux Wealth Advisors bought 5 Union Pacific shares in Q2 2026, an estimated $1.31K.
  • Union Pacific made up 0.09% of Crux Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • Crux Wealth Advisors first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's Union Pacific position peaked at $567K in Q4 2024.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.