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Excelsior Advisor Network’s Union Pacific UNP Stock Holding History

Excelsior Advisor Network’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 		$1M Buy
3,688
+2,591
+236% +$680K 0.13% 164
2026
Q1 		$266K Sell
1,097
-20
-2% -$4.9K 0.1% 172
2025
Q4 		$258K Buy
+1,117
New +$255K 0.13% 139

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

Excelsior Advisor Network's UNP Position: Q2 2026 in Review

Excelsior Advisor Network increased its Union Pacific (UNP) stake by 236% in Q2 2026, buying an estimated $680K and bringing the position to 3,688 shares worth $1M. The position accounts for 0.13% of the portfolio, ranked #164.

Excelsior Advisor Network first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. 2,878 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Excelsior Advisor Network held 3,688 shares of Union Pacific worth $1M as of Q2 2026.
  • Excelsior Advisor Network bought 2,591 Union Pacific shares in Q2 2026, an estimated $680K.
  • Union Pacific made up 0.13% of Excelsior Advisor Network's portfolio in Q2 2026, its #164 holding.
  • Excelsior Advisor Network first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
  • 2,878 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.