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Fortis Group Advisors’s Union Pacific UNP Stock Holding History

Fortis Group 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 		$7.62K Hold
28
– – ﹤0.01% 414
2026
Q1 		$6.79K Hold
28
– – ﹤0.01% 418
2025
Q4 		$6.48K Hold
28
– – ﹤0.01% 414
2025
Q3 		$6.62K Hold
28
– – ﹤0.01% 372
2025
Q2 		$6.44K Buy
+28
New +$6.22K ﹤0.01% 364
2020
Q3 		$65K Buy
+331
New +$61.5K 0.01% 205

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

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

Fortis Group Advisors held its Union Pacific (UNP) position steady in Q2 2026 at 28 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Fortis Group Advisors first reported a position in UNP in Q3 2020 and has held it in 6 quarters since. The position peaked at $65K in Q3 2020. 2,865 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Fortis Group Advisors held 28 shares of Union Pacific worth $7.62K as of Q2 2026.
  • Fortis Group Advisors left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #414 holding.
  • Fortis Group Advisors first reported a position in Union Pacific in Q3 2020 and has held it in 6 quarters since.
  • Fortis Group Advisors's Union Pacific position peaked at $65K in Q3 2020.
  • 2,865 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.