Fortis Advisors’s Union Pacific UNP Stock Holding History

Fortis 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 Q1	$546K	Hold	2,250	–	–	0.27%	57
2025 Q4	$520K	Hold	2,250	–	–	0.28%	60
2025 Q3	$532K	Hold	2,250	–	–	0.3%	57
2025 Q2	$518K	Hold	2,250	–	–	0.33%	56
2025 Q1	$532K	Buy	2,250 +400	+22%	+$96.3K	0.35%	56
2024 Q4	$422K	Hold	1,850	–	–	0.28%	69
2024 Q3	$456K	Hold	1,850	–	–	0.3%	58
2024 Q2	$419K	Hold	1,850	–	–	0.3%	57
2024 Q1	$455K	Hold	1,850	–	–	0.3%	51
2023 Q4	$454K	Buy	1,850 +125	+7%	+$27.5K	0.32%	48
2023 Q3	$351K	Buy	1,725 +600	+53%	+$131K	0.26%	61
2023 Q2	$230K	Buy	+1,125	New	+$224K	0.16%	78
2020 Q2	–	Sell	-167	Closed	-$24K	–	319
2020 Q1	$24K	Hold	167	–	–	0.02%	221
2019 Q4	$30K	Hold	167	–	–	0.02%	228
2019 Q3	$27K	Buy	167 +77	+86%	+$12.9K	0.01%	236
2019 Q2	$15K	Hold	90	–	–	0.01%	289
2019 Q1	$15K	Buy	+90	New	+$14.5K	0.01%	275

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fortis Advisors's UNP Position: Q1 2026 in Review

Fortis Advisors held its Union Pacific (UNP) position steady in Q1 2026 at 2,250 shares worth $546K. The position accounts for 0.27% of the portfolio, ranked #57.

Fortis Advisors first reported a position in UNP in Q1 2019 and has held it in 17 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Fortis Advisors held 2,250 shares of Union Pacific worth $546K as of Q1 2026.
Fortis Advisors left its Union Pacific share count unchanged in Q1 2026.
Union Pacific made up 0.27% of Fortis Advisors's portfolio in Q1 2026, its #57 holding.
Fortis Advisors first reported a position in Union Pacific in Q1 2019 and has held it in 17 quarters since.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.