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Foundations Investment Advisors’s Union Pacific UNP Stock Holding History

Foundations Investment 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 		$1.09M Buy
4,486
+837
+23% +$205K 0.01% 505
2025
Q4 		$844K Buy
3,649
+890
+32% +$203K 0.01% 564
2025
Q3 		$652K Buy
2,759
+108
+4% +$24.3K 0.01% 588
2025
Q2 		$610K Sell
2,651
-140
-5% -$31.1K 0.01% 538
2025
Q1 		$659K Sell
2,791
-206
-7% -$49.6K 0.01% 500
2024
Q4 		$683K Buy
2,997
+122
+4% +$28.9K 0.01% 475
2024
Q3 		$709K Buy
2,875
+190
+7% +$46.1K 0.01% 432
2024
Q2 		$608K Buy
2,685
+297
+12% +$69.6K 0.01% 449
2024
Q1 		$587K Sell
2,388
-167
-7% -$41.1K 0.02% 434
2023
Q4 		$637K Buy
2,555
+441
+21% +$97K 0.02% 388
2023
Q3 		$431K Buy
2,114
+382
+22% +$83.2K 0.01% 425
2023
Q2 		$354K Buy
1,732
+249
+17% +$49.5K 0.01% 436
2023
Q1 		$298K Sell
1,483
-34
-2% -$6.89K 0.01% 403
2022
Q4 		$314K Buy
1,517
+260
+21% +$53.3K 0.01% 336
2022
Q3 		$245K Sell
1,257
-144
-10% -$31.9K 0.01% 349
2022
Q2 		$294K Buy
+1,401
New +$319K 0.01% 302

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Foundations Investment Advisors's UNP Position: Q1 2026 in Review

Foundations Investment Advisors increased its Union Pacific (UNP) stake by 23% in Q1 2026, buying an estimated $205K and bringing the position to 4,486 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #505.

Foundations Investment Advisors first reported a position in UNP in Q2 2022 and has held it in 16 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Foundations Investment Advisors held 4,486 shares of Union Pacific worth $1.09M as of Q1 2026.
  • Foundations Investment Advisors bought 837 Union Pacific shares in Q1 2026, an estimated $205K.
  • Union Pacific made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #505 holding.
  • Foundations Investment Advisors first reported a position in Union Pacific in Q2 2022 and has held it in 16 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.