FSM Wealth Advisors’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$539K Buy
1,981
+132
+7% +$34.7K 0.06% 175
2026
Q1
$449K Buy
1,849
+87
+5% +$21.3K 0.06% 177
2025
Q4
$408K Sell
1,762
-119
-6% -$27.2K 0.06% 191
2025
Q3
$445K Buy
+1,881
New +$424K 0.06% 185

Other funds holding UNP

FSM Wealth Advisors's UNP Position: Q2 2026 in Review

FSM Wealth Advisors increased its Union Pacific (UNP) stake by 7.1% in Q2 2026, buying an estimated $34.7K and bringing the position to 1,981 shares worth $539K. The position accounts for 0.06% of the portfolio, ranked #175.

FSM Wealth Advisors first reported a position in UNP in Q3 2025 and has held it in 4 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • FSM Wealth Advisors held 1,981 shares of Union Pacific worth $539K as of Q2 2026.
  • FSM Wealth Advisors bought 132 Union Pacific shares in Q2 2026, an estimated $34.7K.
  • Union Pacific made up 0.06% of FSM Wealth Advisors's portfolio in Q2 2026, its #175 holding.
  • FSM Wealth Advisors first reported a position in Union Pacific in Q3 2025 and has held it in 4 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.