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Elwood & Goetz Wealth Advisory Group’s Union Pacific UNP Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		– Sell
-1,019
Closed -$247K – 154
2026
Q1 		$247K Buy
1,019
+78
+8% +$19.1K 0.04% 126
2025
Q4 		$218K Sell
941
-124
-12% -$28.3K 0.04% 130
2025
Q3 		$252K Buy
1,065
+128
+14% +$28.8K 0.05% 113
2025
Q2 		$216K Sell
937
-113
-11% -$25.1K 0.05% 109
2025
Q1 		$248K Buy
1,050
+83
+9% +$20K 0.06% 85
2024
Q4 		$221K Sell
967
-38
-4% -$9K 0.05% 93
2024
Q3 		$248K Buy
+1,005
New +$244K 0.06% 86

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

Elwood & Goetz Wealth Advisory Group's UNP Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group sold out of Union Pacific (UNP) in Q2 2026, closing a stake of 1,019 shares — an estimated $247K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in UNP in Q3 2024 and held it in 7 quarters. The position peaked at $252K in Q3 2025. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Union Pacific position as of Q2 2026 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 1,019 Union Pacific shares in Q2 2026, an estimated $247K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Union Pacific in Q3 2024 and held it in 7 quarters.
  • Elwood & Goetz Wealth Advisory Group's Union Pacific position peaked at $252K in Q3 2025.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.