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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Union Pacific UNP Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q1 		– Sell
-176
Closed -$40.9K – 567
2025
Q4 		$40.9K Hold
176
– – 0.01% 320
2025
Q3 		$41.8K Hold
176
– – 0.01% 290
2025
Q2 		$40.7K Buy
176
+1
+0.6% +$222 0.01% 281
2025
Q1 		$41.5K Sell
175
-150
-46% -$36.1K 0.02% 276
2024
Q4 		$74.3K Buy
325
+152
+88% +$36K 0.03% 215
2024
Q3 		$42.8K Buy
173
+1
+0.6% +$242 0.02% 232
2024
Q2 		$39.1K Buy
172
+2
+1% +$469 0.02% 222
2024
Q1 		$42K Hold
170
– – 0.03% 209
2023
Q4 		$42K Buy
+170
New +$37.4K 0.03% 194

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s UNP Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Union Pacific (UNP) in Q1 2026, closing a stake of 176 shares — an estimated $40.9K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in UNP in Q4 2023 and held it in 9 quarters. The position peaked at $74.3K in Q4 2024. 2,768 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Union Pacific position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 176 Union Pacific shares in Q1 2026, an estimated $40.9K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Union Pacific in Q4 2023 and held it in 9 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Union Pacific position peaked at $74.3K in Q4 2024.
  • 2,768 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.