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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
Q2 		$1.52M Buy
5,596
+1,110
+25% +$291K 0.02% 476
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 $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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's UNP Position: Q2 2026 in Review

Foundations Investment Advisors increased its Union Pacific (UNP) stake by 25% in Q2 2026, buying an estimated $291K and bringing the position to 5,596 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #476.

Foundations Investment Advisors first reported a position in UNP in Q2 2022 and has held it in 17 quarters since. 2,895 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Foundations Investment Advisors held 5,596 shares of Union Pacific worth $1.52M as of Q2 2026.
  • Foundations Investment Advisors bought 1,110 Union Pacific shares in Q2 2026, an estimated $291K.
  • Union Pacific made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #476 holding.
  • Foundations Investment Advisors first reported a position in Union Pacific in Q2 2022 and has held it in 17 quarters since.
  • 2,895 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.