High Net Worth Advisory Group’s Union Pacific UNP Stock Holding History

High Net Worth Advisory Group’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	$423K	Hold	1,742	–	–	0.1%	159
2025 Q4	$403K	Sell	1,742 -528	-23%	-$121K	0.09%	160
2025 Q3	$537K	Buy	2,270 +30	+1%	+$6.76K	0.13%	131
2025 Q2	$516K	Hold	2,240	–	–	0.14%	128
2025 Q1	$529K	Sell	2,240 -300	-12%	-$72.2K	0.15%	123
2024 Q4	$579K	Buy	2,540 +1	+0%	+$237	0.16%	117
2024 Q3	$626K	Sell	2,539 -100	-4%	-$24.2K	0.17%	113
2024 Q2	$597K	Sell	2,639 -499	-16%	-$117K	0.18%	105
2024 Q1	$772K	Sell	3,138 -24	-0.8%	-$5.91K	0.24%	91
2023 Q4	$777K	Sell	3,162 -600	-16%	-$132K	0.29%	81
2023 Q3	$766K	Buy	3,762 +589	+19%	+$128K	0.31%	80
2023 Q2	$650K	Sell	3,173 -22	-0.7%	-$4.37K	0.25%	93
2023 Q1	$643K	Buy	3,195 +107	+3%	+$21.7K	0.26%	93
2022 Q4	$639K	Sell	3,088 -735	-19%	-$151K	0.25%	94
2022 Q3	$745K	Hold	3,823	–	–	0.32%	76
2022 Q2	$815K	Sell	3,823 -1,449	-27%	-$330K	0.34%	70
2022 Q1	$1.44M	Sell	5,272 -80	-1%	-$20.2K	0.52%	51
2021 Q4	$1.35M	Buy	+5,352	New	+$1.27M	0.47%	55

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

High Net Worth Advisory Group's UNP Position: Q1 2026 in Review

High Net Worth Advisory Group held its Union Pacific (UNP) position steady in Q1 2026 at 1,742 shares worth $423K. The position accounts for 0.1% of the portfolio, ranked #159.

High Net Worth Advisory Group first reported a position in UNP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.44M in Q1 2022. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

High Net Worth Advisory Group held 1,742 shares of Union Pacific worth $423K as of Q1 2026.
High Net Worth Advisory Group left its Union Pacific share count unchanged in Q1 2026.
Union Pacific made up 0.1% of High Net Worth Advisory Group's portfolio in Q1 2026, its #159 holding.
High Net Worth Advisory Group first reported a position in Union Pacific in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's Union Pacific position peaked at $1.44M in Q1 2022.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.