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 Q2	$492K	Buy	1,809 +67	+4%	+$17.6K	0.1%	154
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

High Net Worth Advisory Group's UNP Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Union Pacific (UNP) stake by 3.8% in Q2 2026, buying an estimated $17.6K and bringing the position to 1,809 shares worth $492K. The position accounts for 0.1% of the portfolio, ranked #154.

High Net Worth Advisory Group first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.44M in Q1 2022. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

High Net Worth Advisory Group held 1,809 shares of Union Pacific worth $492K as of Q2 2026.
High Net Worth Advisory Group bought 67 Union Pacific shares in Q2 2026, an estimated $17.6K.
Union Pacific made up 0.1% of High Net Worth Advisory Group's portfolio in Q2 2026, its #154 holding.
High Net Worth Advisory Group first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's Union Pacific position peaked at $1.44M in Q1 2022.
2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.