Kapstone Financial Advisors’s Union Pacific UNP Stock Holding History

Kapstone Financial 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	$253K	Hold	930	–	–	0.11%	134
2026 Q1	$226K	Hold	930	–	–	0.11%	128
2025 Q4	$215K	Hold	930	–	–	0.11%	112
2025 Q3	$220K	Hold	930	–	–	0.1%	103
2025 Q2	$214K	Hold	930	–	–	0.11%	104
2025 Q1	$220K	Hold	930	–	–	0.12%	95
2024 Q4	$232K	Hold	930	–	–	0.12%	96
2024 Q3	$227K	Hold	930	–	–	0.14%	93
2024 Q2	$210K	Hold	930	–	–	0.14%	96
2024 Q1	$229K	Hold	930	–	–	0.16%	94
2023 Q4	$225K	Buy	+930	New	+$204K	0.18%	91
2023 Q3	–	Sell	-946	Closed	-$219K	–	99
2023 Q2	$219K	Buy	+946	New	+$188K	0.18%	92

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

Kapstone Financial Advisors's UNP Position: Q2 2026 in Review

Kapstone Financial Advisors held its Union Pacific (UNP) position steady in Q2 2026 at 930 shares worth $253K. The position accounts for 0.11% of the portfolio, ranked #134.

Kapstone Financial Advisors first reported a position in UNP in Q2 2023 and has held it in 12 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Kapstone Financial Advisors held 930 shares of Union Pacific worth $253K as of Q2 2026.
Kapstone Financial Advisors left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.11% of Kapstone Financial Advisors's portfolio in Q2 2026, its #134 holding.
Kapstone Financial Advisors first reported a position in Union Pacific in Q2 2023 and has held it in 12 quarters since.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.