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Guardian Wealth Advisors (North Carolina)’s Union Pacific UNP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.03M Buy
3,777
+55
+1% +$14.4K 0.06% 159
2026
Q1 		$903K Sell
3,722
-100
-3% -$24.5K 0.06% 163
2025
Q4 		$884K Buy
3,822
+197
+5% +$45K 0.05% 166
2025
Q3 		$857K Buy
3,625
+11
+0.3% +$2.48K 0.06% 159
2025
Q2 		$832K Sell
3,614
-577
-14% -$128K 0.06% 160
2025
Q1 		$990K Buy
4,191
+227
+6% +$54.6K 0.08% 129
2024
Q4 		$904K Buy
3,964
+2,932
+284% +$694K 0.07% 140
2024
Q3 		$254K Sell
1,032
-55
-5% -$13.3K 0.03% 234
2024
Q2 		$246K Sell
1,087
-4
-0.4% -$937 0.03% 225
2024
Q1 		$268K Buy
1,091
+42
+4% +$10.3K 0.03% 222
2023
Q4 		$258K Buy
+1,049
New +$231K 0.04% 204

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

Guardian Wealth Advisors (North Carolina)'s UNP Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Union Pacific (UNP) stake by 1.5% in Q2 2026, buying an estimated $14.4K and bringing the position to 3,777 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #159.

Guardian Wealth Advisors (North Carolina) first reported a position in UNP in Q4 2023 and has held it in 11 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 3,777 shares of Union Pacific worth $1.03M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 55 Union Pacific shares in Q2 2026, an estimated $14.4K.
  • Union Pacific made up 0.06% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #159 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.