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Flagship Wealth Advisors’s Union Pacific UNP Stock Holding History

Flagship 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 		$143K Hold
526
– – 0.03% 177
2026
Q1 		$121K Hold
526
– – 0.05% 135
2025
Q4 		$122K Hold
526
– – 0.04% 153
2025
Q3 		$124K Hold
526
– – 0.04% 149
2025
Q2 		$121K Hold
526
– – 0.05% 146
2025
Q1 		$124K Hold
526
– – 0.05% 136
2024
Q4 		$120K Buy
+526
New +$125K 0.07% 122

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

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

Flagship Wealth Advisors held its Union Pacific (UNP) position steady in Q2 2026 at 526 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #177.

Flagship Wealth Advisors first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Flagship Wealth Advisors held 526 shares of Union Pacific worth $143K as of Q2 2026.
  • Flagship Wealth Advisors left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.03% of Flagship Wealth Advisors's portfolio in Q2 2026, its #177 holding.
  • Flagship Wealth Advisors first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.