EverSource Wealth Advisors’s Union Pacific UNP Stock Holding History

EverSource 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	$1.45M	Sell	5,334 -1,395	-21%	-$366K	0.05%	275
2026 Q1	$1.63M	Buy	6,729 +961	+17%	+$235K	0.05%	257
2025 Q4	$1.33M	Buy	5,768 +9	+0.2%	+$2.05K	0.05%	271
2025 Q3	$1.36M	Buy	5,759 +92	+2%	+$20.7K	0.05%	238
2025 Q2	$1.3M	Buy	5,667 +662	+13%	+$147K	0.06%	221
2025 Q1	$1.18M	Buy	5,005 +988	+25%	+$238K	0.06%	219
2024 Q4	$916K	Sell	4,017 -95	-2%	-$22.5K	0.05%	256
2024 Q3	$1.01M	Buy	4,112 +45	+1%	+$10.9K	0.06%	216
2024 Q2	$1M	Buy	4,067 +3	+0.1%	+$703	0.07%	216
2024 Q1	$964K	Buy	4,064 +1,718	+73%	+$423K	0.08%	189
2023 Q4	$576K	Buy	2,346 +99	+4%	+$21.8K	0.05%	230
2023 Q3	$458K	Buy	2,247 +200	+10%	+$43.6K	0.05%	241
2023 Q2	$419K	Sell	2,047 -117	-5%	-$23.3K	0.05%	253
2023 Q1	$435K	Sell	2,164 -207	-9%	-$42K	0.05%	238
2022 Q4	$491K	Sell	2,371 -1,053	-31%	-$216K	0.07%	199
2022 Q3	$667K	Sell	3,424 -808	-19%	-$179K	0.15%	130
2022 Q2	$902K	Sell	4,232 -460	-10%	-$105K	0.23%	79
2022 Q1	$1.28M	Buy	4,692 +1,047	+29%	+$264K	0.33%	55
2021 Q4	$918K	Buy	+3,645	New	+$863K	0.26%	66

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

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

EverSource Wealth Advisors reduced its Union Pacific (UNP) stake by 21% in Q2 2026, selling an estimated $366K and leaving 5,334 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #275.

EverSource Wealth Advisors first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.63M in Q1 2026. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

EverSource Wealth Advisors held 5,334 shares of Union Pacific worth $1.45M as of Q2 2026.
EverSource Wealth Advisors sold 1,395 Union Pacific shares in Q2 2026, an estimated $366K.
Union Pacific made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #275 holding.
EverSource Wealth Advisors first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Union Pacific position peaked at $1.63M in Q1 2026.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.