Fortis Capital Advisors’s Union Pacific UNP Stock Holding History

Fortis Capital 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	$271K	Buy	998 +30	+3%	+$7.88K	0.03%	346
2026 Q1	$235K	Buy	968 +16	+2%	+$3.92K	0.03%	335
2025 Q4	$220K	Sell	952 -12	-1%	-$2.74K	0.03%	286
2025 Q3	$228K	Sell	964 -44	-4%	-$9.92K	0.04%	253
2025 Q2	$232K	Buy	1,008 +30	+3%	+$6.66K	0.04%	221
2025 Q1	$231K	Buy	978 +40	+4%	+$9.63K	0.05%	231
2024 Q4	$240K	Sell	938 -50	-5%	-$11.8K	0.08%	155
2024 Q3	$244K	Sell	988 -9	-0.9%	-$2.18K	0.08%	154
2024 Q2	$226K	Buy	997 +81	+9%	+$19K	0.08%	146
2024 Q1	$225K	Buy	916 +44	+5%	+$10.8K	0.09%	152
2023 Q4	$214K	Buy	+872	New	+$192K	0.11%	107
2023 Q2	–	Sell	-872	Closed	-$175K	–	592
2023 Q1	$175K	Hold	872	–	–	0.09%	122
2022 Q4	$181K	Buy	+872	New	+$179K	0.11%	133

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

Fortis Capital Advisors's UNP Position: Q2 2026 in Review

Fortis Capital Advisors increased its Union Pacific (UNP) stake by 3.1% in Q2 2026, buying an estimated $7.88K and bringing the position to 998 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #346.

Fortis Capital Advisors first reported a position in UNP in Q4 2022 and has held it in 13 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Fortis Capital Advisors held 998 shares of Union Pacific worth $271K as of Q2 2026.
Fortis Capital Advisors bought 30 Union Pacific shares in Q2 2026, an estimated $7.88K.
Union Pacific made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #346 holding.
Fortis Capital Advisors first reported a position in Union Pacific in Q4 2022 and has held it in 13 quarters since.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.