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 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 $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

Invera Wealth Advisors's UNP Position: Q1 2026 in Review

Invera Wealth Advisors reduced its Union Pacific (UNP) stake by 0.28% in Q1 2026, selling an estimated $2.94K and leaving 4,233 shares worth $1.03M. The position accounts for 0.66% of the portfolio, ranked #48.

Invera Wealth Advisors first reported a position in UNP in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.12M in Q4 2023. 2,763 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Invera Wealth Advisors held 4,233 shares of Union Pacific worth $1.03M as of Q1 2026.
Invera Wealth Advisors sold 12 Union Pacific shares in Q1 2026, an estimated $2.94K.
Union Pacific made up 0.66% of Invera Wealth Advisors's portfolio in Q1 2026, its #48 holding.
Invera Wealth Advisors first reported a position in Union Pacific in Q4 2023 and has held it in 6 quarters since.
Invera Wealth Advisors's Union Pacific position peaked at $1.12M in Q4 2023.
2,763 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.