Financial Synergies Wealth Advisors’s Union Pacific UNP Stock Holding History

Financial Synergies 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	$451K	Buy	1,658 +36	+2%	+$9.45K	0.04%	87
2026 Q1	$394K	Buy	1,622 +12	+0.7%	+$2.94K	0.04%	90
2025 Q4	$372K	Buy	1,610 +20	+1%	+$4.57K	0.04%	84
2025 Q3	$376K	Buy	1,590 +12	+0.8%	+$2.71K	0.04%	76
2025 Q2	$363K	Buy	+1,578	New	+$350K	0.04%	74
2024 Q2	–	Sell	-68	Closed	-$16.7K	–	446
2024 Q1	$16.7K	Hold	68	–	–	﹤0.01%	213
2023 Q4	$14.1K	Hold	68	–	–	﹤0.01%	164
2023 Q3	$13.8K	Hold	68	–	–	﹤0.01%	210
2023 Q2	$13.9K	Hold	68	–	–	﹤0.01%	204
2023 Q1	$13.7K	Hold	68	–	–	﹤0.01%	211
2022 Q4	$14.1K	Buy	+68	New	+$13.9K	﹤0.01%	164

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

Financial Synergies Wealth Advisors's UNP Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Union Pacific (UNP) stake by 2.2% in Q2 2026, buying an estimated $9.45K and bringing the position to 1,658 shares worth $451K. The position accounts for 0.04% of the portfolio, ranked #87.

Financial Synergies Wealth Advisors first reported a position in UNP in Q4 2022 and has held it in 11 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Financial Synergies Wealth Advisors held 1,658 shares of Union Pacific worth $451K as of Q2 2026.
Financial Synergies Wealth Advisors bought 36 Union Pacific shares in Q2 2026, an estimated $9.45K.
Union Pacific made up 0.04% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #87 holding.
Financial Synergies Wealth Advisors first reported a position in Union Pacific in Q4 2022 and has held it in 11 quarters since.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.