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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
Q2 		$1.84M Sell
6,756
-43
-0.6% -$11.3K 0.58% 45
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 $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

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

Medallion Wealth Advisors reduced its Union Pacific (UNP) stake by 0.63% in Q2 2026, selling an estimated $11.3K and leaving 6,756 shares worth $1.84M. The position accounts for 0.58% of the portfolio, ranked #45.

Medallion Wealth Advisors first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. 2,889 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Medallion Wealth Advisors held 6,756 shares of Union Pacific worth $1.84M as of Q2 2026.
  • Medallion Wealth Advisors sold 43 Union Pacific shares in Q2 2026, an estimated $11.3K.
  • Union Pacific made up 0.58% of Medallion Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Medallion Wealth Advisors first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
  • 2,889 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.