Invera Wealth Advisors’s Union Pacific UNP Stock Holding History

Invera 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	$1.07M	Sell	3,937 -296	-7%	-$77.7K	0.57%	47
2026 Q1	$1.03M	Sell	4,233 -12	-0.3%	-$2.94K	0.66%	48
2025 Q4	$982K	Sell	4,245 -227	-5%	-$51.8K	0.62%	47
2025 Q3	$1.06M	Sell	4,472 -66	-1%	-$14.9K	0.65%	49
2025 Q2	$1.04M	Buy	4,538 +4	+0.1%	+$888	0.68%	48
2025 Q1	$1.07M	Buy	+4,534	New	+$1.09M	0.69%	54
2024 Q1	–	Sell	-4,565	Closed	-$1.12M	–	93
2023 Q4	$1.12M	Buy	+4,565	New	+$1M	0.7%	46

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

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

Invera Wealth Advisors reduced its Union Pacific (UNP) stake by 7% in Q2 2026, selling an estimated $77.7K and leaving 3,937 shares worth $1.07M. The position accounts for 0.57% of the portfolio, ranked #47.

Invera Wealth Advisors first reported a position in UNP in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.12M in Q4 2023. 2,887 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Invera Wealth Advisors held 3,937 shares of Union Pacific worth $1.07M as of Q2 2026.
Invera Wealth Advisors sold 296 Union Pacific shares in Q2 2026, an estimated $77.7K.
Union Pacific made up 0.57% of Invera Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Invera Wealth Advisors first reported a position in Union Pacific in Q4 2023 and has held it in 7 quarters since.
Invera Wealth Advisors's Union Pacific position peaked at $1.12M in Q4 2023.
2,887 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.