Kingswood Wealth Advisors’s Union Pacific UNP Stock Holding History

Kingswood 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	$1.96M	Buy	7,191 +61	+0.9%	+$16K	0.08%	263
2026 Q1	$1.73M	Buy	7,130 +36	+0.5%	+$8.81K	0.08%	265
2025 Q4	$1.64M	Buy	7,094 +3,440	+94%	+$785K	0.08%	251
2025 Q3	$864K	Buy	3,654 +218	+6%	+$49.1K	0.05%	332
2025 Q2	$791K	Sell	3,436 -599	-15%	-$133K	0.06%	305
2025 Q1	$954K	Sell	4,035 -180	-4%	-$43.3K	0.09%	253
2024 Q4	$961K	Sell	4,215 -3,809	-47%	-$902K	0.07%	281
2024 Q3	$1.98M	Buy	8,024 +1,613	+25%	+$391K	0.14%	169
2024 Q2	$1.45M	Buy	6,411 +126	+2%	+$29.5K	0.13%	166
2024 Q1	$1.55M	Buy	6,285 +349	+6%	+$85.9K	0.18%	141
2023 Q4	$1.46M	Buy	5,936 +4,482	+308%	+$985K	0.17%	139
2023 Q3	$785K	Buy	+1,454	New	+$317K	0.13%	177

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

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

Kingswood Wealth Advisors increased its Union Pacific (UNP) stake by 0.86% in Q2 2026, buying an estimated $16K and bringing the position to 7,191 shares worth $1.96M. The position accounts for 0.08% of the portfolio, ranked #263.

Kingswood Wealth Advisors first reported a position in UNP in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.98M in Q3 2024. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Kingswood Wealth Advisors held 7,191 shares of Union Pacific worth $1.96M as of Q2 2026.
Kingswood Wealth Advisors bought 61 Union Pacific shares in Q2 2026, an estimated $16K.
Union Pacific made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #263 holding.
Kingswood Wealth Advisors first reported a position in Union Pacific in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's Union Pacific position peaked at $1.98M in Q3 2024.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.