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 Q3	$612K	Hold	2,250	–	–	0.27%	57
2026 Q2	$612K	Hold	2,250	–	–	0.29%	55
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fortis Advisors's UNP Position: Q3 2026 in Review

Fortis Advisors held its Union Pacific (UNP) position steady in Q3 2026 at 2,250 shares worth $612K. 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 19 quarters since. 2,546 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Fortis Advisors held 2,250 shares of Union Pacific worth $612K as of Q3 2026.
Fortis Advisors left its Union Pacific share count unchanged in Q3 2026.
Union Pacific made up 0.27% of Fortis Advisors's portfolio in Q3 2026, its #57 holding.
Fortis Advisors first reported a position in Union Pacific in Q1 2019 and has held it in 19 quarters since.
2,546 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Fortis Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.