Icon Wealth Advisors’s Union Pacific UNP Stock Holding History

Icon 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 Q2	$2.07M	Buy	7,628 +1,978	+35%	+$519K	0.12%	117
2026 Q1	$1.5M	Sell	5,650 -2,331	-29%	-$571K	0.1%	130
2025 Q4	$1.82M	Sell	7,981 -446	-5%	-$102K	0.12%	116
2025 Q3	$1.99M	Sell	8,427 -137	-2%	-$30.9K	0.14%	113
2025 Q2	$1.97M	Sell	8,564 -316	-4%	-$70.2K	0.14%	117
2025 Q1	$2.1M	Buy	8,880 +2,544	+40%	+$612K	0.17%	98
2024 Q4	$1.44M	Buy	6,336 +10	+0.2%	+$2.37K	0.12%	125
2024 Q3	$1.56M	Sell	6,326 -917	-13%	-$222K	0.13%	114
2024 Q2	$1.79M	Buy	7,243 +2,167	+43%	+$508K	0.16%	98
2024 Q1	$1.25M	Buy	5,076 +2,328	+85%	+$573K	0.12%	129
2023 Q4	$675K	Buy	+2,748	New	+$604K	0.07%	155
2022 Q4	$388K	Hold	1,873	–	–	0.04%	217
2022 Q3	$365K	Buy	+1,873	New	+$414K	0.04%	216

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

Icon Wealth Advisors's UNP Position: Q2 2026 in Review

Icon Wealth Advisors increased its Union Pacific (UNP) stake by 35% in Q2 2026, buying an estimated $519K and bringing the position to 7,628 shares worth $2.07M. The position accounts for 0.12% of the portfolio, ranked #117.

Icon Wealth Advisors first reported a position in UNP in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.1M in Q1 2025. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Icon Wealth Advisors held 7,628 shares of Union Pacific worth $2.07M as of Q2 2026.
Icon Wealth Advisors bought 1,978 Union Pacific shares in Q2 2026, an estimated $519K.
Union Pacific made up 0.12% of Icon Wealth Advisors's portfolio in Q2 2026, its #117 holding.
Icon Wealth Advisors first reported a position in Union Pacific in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's Union Pacific position peaked at $2.1M in Q1 2025.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.