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Medallion Wealth Advisors’s Union Pacific UNP Stock Holding History

Medallion 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 		$1.65M Hold
6,799
– – 0.54% 46
2025
Q4 		$1.57M Hold
6,799
– – 0.53% 48
2025
Q3 		$1.61M Hold
6,799
– – 0.57% 42
2025
Q2 		$1.6M Buy
6,799
+6,536
+2,485% +$1.45M 0.62% 38
2025
Q1 		$62.3K Buy
263
+25
+11% +$6.02K 0.03% 386
2024
Q4 		$54.6K Buy
+238
New +$56.3K 0.03% 392

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Medallion Wealth Advisors held its Union Pacific (UNP) position steady in Q1 2026 at 6,799 shares worth $1.65M. The position accounts for 0.54% of the portfolio, ranked #46.

Medallion Wealth Advisors first reported a position in UNP in Q4 2024 and has held it in 6 quarters since. 2,763 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Medallion Wealth Advisors held 6,799 shares of Union Pacific worth $1.65M as of Q1 2026.
  • Medallion Wealth Advisors left its Union Pacific share count unchanged in Q1 2026.
  • Union Pacific made up 0.54% of Medallion Wealth Advisors's portfolio in Q1 2026, its #46 holding.
  • Medallion Wealth Advisors first reported a position in Union Pacific in Q4 2024 and has held it in 6 quarters since.
  • 2,763 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.