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Heritage Wealth Advisors’s Union Pacific UNP Stock Holding History

Heritage Wealth 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 		$32.4M Sell
133,394
-29,410
-18% -$7.2M 1.26% 22
2025
Q4 		$37.7M Buy
162,804
+2,805
+2% +$640K 1.44% 23
2025
Q3 		$37.8M Buy
159,999
+5,248
+3% +$1.18M 1.66% 22
2025
Q2 		$35.6M Buy
154,751
+969
+0.6% +$215K 1.69% 21
2025
Q1 		$36.3M Buy
153,782
+3,946
+3% +$950K 1.84% 22
2024
Q4 		$34.2M Buy
149,836
+1,302
+0.9% +$308K 1.69% 24
2024
Q3 		$36.6M Buy
148,534
+3,111
+2% +$754K 1.72% 25
2024
Q2 		$32.9M Buy
145,423
+7,741
+6% +$1.81M 1.49% 25
2024
Q1 		$33.9M Buy
137,682
+3,979
+3% +$979K 1.55% 24
2023
Q4 		$32.8M Sell
133,703
-2,038
-2% -$448K 1.63% 24
2023
Q3 		$27.6M Buy
135,741
+942
+0.7% +$205K 1.51% 25
2023
Q2 		$27.6M Buy
134,799
+4,731
+4% +$940K 1.46% 25
2023
Q1 		$26.2M Buy
130,068
+6,008
+5% +$1.22M 1.46% 24
2022
Q4 		$25.7M Buy
124,060
+3,940
+3% +$808K 1.49% 22
2022
Q3 		$23.4M Sell
120,120
-6,114
-5% -$1.35M 1.7% 21
2022
Q2 		$26.9M Buy
126,234
+29,570
+31% +$6.73M 1.87% 17
2022
Q1 		$26.4M Buy
96,664
+4,888
+5% +$1.23M 1.46% 16
2021
Q4 		$23.1M Buy
91,776
+6,732
+8% +$1.59M 1.27% 15
2021
Q3 		$16.7M Buy
85,044
+3,287
+4% +$710K 1.02% 23
2021
Q2 		$18M Buy
81,757
+8,835
+12% +$1.97M 1.11% 18
2021
Q1 		$16.1M Buy
72,922
+4,483
+7% +$941K 0.97% 18
2020
Q4 		$14.3M Buy
68,439
+9,583
+16% +$1.91M 0.89% 17
2020
Q3 		$11.6M Buy
58,856
+2,862
+5% +$532K 1.5% 17
2020
Q2 		$9.47M Buy
55,994
+27,445
+96% +$4.4M 1.32% 20
2020
Q1 		$4.03M Buy
28,549
+3,403
+14% +$563K 0.72% 29
2019
Q4 		$4.55M Buy
25,146
+3,367
+15% +$576K 0.6% 26
2019
Q3 		$3.53M Buy
21,779
+3,158
+17% +$531K 0.52% 26
2019
Q2 		$3.15M Buy
18,621
+550
+3% +$94.2K 0.48% 29
2019
Q1 		$3.02M Buy
18,071
+2,089
+13% +$336K 0.5% 28
2018
Q4 		$2.21M Buy
15,982
+476
+3% +$70.5K 0.43% 29
2018
Q3 		$2.52M Buy
15,506
+1,158
+8% +$174K 0.49% 27
2018
Q2 		$2.03M Buy
14,348
+226
+2% +$31.5K 0.76% 25
2018
Q1 		$1.89M Buy
14,122
+1,507
+12% +$203K 0.79% 26
2017
Q4 		$1.69M Buy
12,615
+732
+6% +$88.3K 0.72% 30
2017
Q3 		$1.38M Buy
11,883
+1,084
+10% +$116K 0.69% 34
2017
Q2 		$1.18M Buy
10,799
+332
+3% +$36.2K 0.61% 39
2017
Q1 		$1.11M Buy
10,467
+969
+10% +$103K 0.6% 36
2016
Q4 		$984K Buy
9,498
+1,820
+24% +$179K 0.64% 28
2016
Q3 		$749K Buy
7,678
+1,694
+28% +$158K 0.52% 34
2016
Q2 		$521K Buy
5,984
+1,647
+38% +$139K 0.35% 39
2016
Q1 		$344K Buy
4,337
+811
+23% +$62.7K 0.27% 54
2015
Q4 		$276K Buy
3,526
+486
+16% +$41.7K 0.23% 63
2015
Q3 		$268K Buy
3,040
+506
+20% +$46.2K 0.23% 62
2015
Q2 		$242K Sell
2,534
-90
-3% -$9.38K 0.2% 77
2015
Q1 		$284K Buy
+2,624
New +$308K 0.23% 72

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

Heritage Wealth Advisors's UNP Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Union Pacific (UNP) stake by 18% in Q1 2026, selling an estimated $7.2M and leaving 133,394 shares worth $32.4M. The position accounts for 1.26% of the portfolio, ranked #22.

Heritage Wealth Advisors first reported a position in UNP in Q1 2015 and has held it in 45 quarters since. The position peaked at $37.8M in Q3 2025. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Heritage Wealth Advisors held 133,394 shares of Union Pacific worth $32.4M as of Q1 2026.
  • Heritage Wealth Advisors sold 29,410 Union Pacific shares in Q1 2026, an estimated $7.2M.
  • Union Pacific made up 1.26% of Heritage Wealth Advisors's portfolio in Q1 2026, its #22 holding.
  • Heritage Wealth Advisors first reported a position in Union Pacific in Q1 2015 and has held it in 45 quarters since.
  • Heritage Wealth Advisors's Union Pacific position peaked at $37.8M in Q3 2025.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.