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Evergreen Wealth Solutions’s Union Pacific UNP Stock Holding History

Evergreen Wealth Solutions’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 		$1.04M Buy
3,477
+1,027
+42% +$270K 0.05% 204
2026
Q1 		$594K Buy
2,450
+500
+26% +$122K 0.04% 225
2025
Q4 		$451K Buy
1,950
+101
+5% +$23.1K 0.06% 130
2025
Q3 		$437K Sell
1,849
-7
-0.4% -$1.58K 0.25% 69
2025
Q2 		$427K Sell
1,856
-25
-1% -$5.55K 0.26% 69
2025
Q1 		$444K Sell
1,881
-116
-6% -$27.9K 0.3% 58
2024
Q4 		$456K Buy
1,997
+97
+5% +$23K 0.32% 59
2024
Q3 		$468K Sell
1,900
-291
-13% -$70.6K 0.32% 62
2024
Q2 		$496K Sell
2,191
-75
-3% -$17.6K 0.35% 62
2024
Q1 		$557K Sell
2,266
-206
-8% -$50.7K 0.41% 56
2023
Q4 		$607K Buy
2,472
+19
+0.8% +$4.18K 0.52% 45
2023
Q3 		$499K Sell
2,453
-49
-2% -$10.7K 0.5% 58
2023
Q2 		$512K Buy
2,502
+448
+22% +$89.1K 0.52% 62
2023
Q1 		$413K Sell
2,054
-14
-0.7% -$2.84K 0.48% 66
2022
Q4 		$428K Buy
2,068
+117
+6% +$24K 0.56% 59
2022
Q3 		$380K Buy
1,951
+476
+32% +$105K 0.54% 61
2022
Q2 		$315K Buy
1,475
+148
+11% +$33.7K 0.39% 82
2022
Q1 		$363K Sell
1,327
-53
-4% -$13.4K 0.35% 69
2021
Q4 		$348K Buy
+1,380
New +$327K 0.32% 69

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

Evergreen Wealth Solutions's UNP Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Union Pacific (UNP) stake by 42% in Q2 2026, buying an estimated $270K and bringing the position to 3,477 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #204.

Evergreen Wealth Solutions first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. 2,882 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Evergreen Wealth Solutions held 3,477 shares of Union Pacific worth $1.04M as of Q2 2026.
  • Evergreen Wealth Solutions bought 1,027 Union Pacific shares in Q2 2026, an estimated $270K.
  • Union Pacific made up 0.05% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #204 holding.
  • Evergreen Wealth Solutions first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
  • 2,882 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.