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 Q3	$832K	Buy	3,056 +1,247	+69%	+$363K	0.17%	118
2026 Q2	$492K	Buy	1,809 +67	+4%	+$17.6K	0.1%	155
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

High Net Worth Advisory Group's UNP Position: Q3 2026 in Review

High Net Worth Advisory Group increased its Union Pacific (UNP) stake by 69% in Q3 2026, buying an estimated $363K and bringing the position to 3,056 shares worth $832K. The position accounts for 0.17% of the portfolio, ranked #118.

High Net Worth Advisory Group first reported a position in UNP in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.44M in Q1 2022. 1,726 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

High Net Worth Advisory Group held 3,056 shares of Union Pacific worth $832K as of Q3 2026.
High Net Worth Advisory Group bought 1,247 Union Pacific shares in Q3 2026, an estimated $363K.
Union Pacific made up 0.17% of High Net Worth Advisory Group's portfolio in Q3 2026, its #118 holding.
High Net Worth Advisory Group first reported a position in Union Pacific in Q4 2021 and has held it in 20 quarters since.
High Net Worth Advisory Group's Union Pacific position peaked at $1.44M in Q1 2022.
1,726 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.