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Ipsen Advisor Group’s Union Pacific UNP Stock Holding History

Ipsen Advisor 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 		$673K Buy
2,475
+13
+0.5% +$3.41K 0.43% 55
2026
Q1 		$597K Buy
2,462
+32
+1% +$7.83K 0.42% 66
2025
Q4 		$562K Buy
2,430
+61
+3% +$13.9K 0.4% 67
2025
Q3 		$560K Buy
2,369
+33
+1% +$7.44K 0.4% 64
2025
Q2 		$537K Buy
2,336
+135
+6% +$30K 0.41% 63
2025
Q1 		$520K Sell
2,201
-20
-0.9% -$4.81K 0.45% 56
2024
Q4 		$507K Buy
+2,221
New +$526K 0.43% 55
2022
Q4 		$426K Buy
+2,057
New +$422K 0.49% 50

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ipsen Advisor Group's UNP Position: Q2 2026 in Review

Ipsen Advisor Group increased its Union Pacific (UNP) stake by 0.53% in Q2 2026, buying an estimated $3.41K and bringing the position to 2,475 shares worth $673K. The position accounts for 0.43% of the portfolio, ranked #55.

Ipsen Advisor Group first reported a position in UNP in Q4 2022 and has held it in 8 quarters since. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Ipsen Advisor Group held 2,475 shares of Union Pacific worth $673K as of Q2 2026.
  • Ipsen Advisor Group bought 13 Union Pacific shares in Q2 2026, an estimated $3.41K.
  • Union Pacific made up 0.43% of Ipsen Advisor Group's portfolio in Q2 2026, its #55 holding.
  • Ipsen Advisor Group first reported a position in Union Pacific in Q4 2022 and has held it in 8 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.