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Moss Adams Wealth Advisors’s Union Pacific UNP Stock Holding History

Moss Adams 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 		$606K Buy
2,227
+131
+6% +$34.4K 0.04% 133
2026
Q1 		$508K Buy
2,096
+42
+2% +$10.3K 0.04% 134
2025
Q4 		$475K Buy
2,054
+22
+1% +$5.02K 0.03% 140
2025
Q3 		$480K Buy
2,032
+223
+12% +$50.3K 0.04% 134
2025
Q2 		$416K Sell
1,809
-140
-7% -$31.1K 0.04% 148
2025
Q1 		$460K Buy
1,949
+481
+33% +$116K 0.05% 116
2024
Q4 		$335K Buy
1,468
+166
+13% +$39.3K 0.04% 138
2024
Q3 		$321K Buy
1,302
+112
+9% +$27.2K 0.04% 139
2024
Q2 		$269K Buy
1,190
+218
+22% +$51.1K 0.04% 132
2024
Q1 		$239K Buy
+972
New +$239K 0.04% 128

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

Moss Adams Wealth Advisors's UNP Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Union Pacific (UNP) stake by 6.3% in Q2 2026, buying an estimated $34.4K and bringing the position to 2,227 shares worth $606K. The position accounts for 0.04% of the portfolio, ranked #133.

Moss Adams Wealth Advisors first reported a position in UNP in Q1 2024 and has held it in 10 quarters since. 2,889 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Moss Adams Wealth Advisors held 2,227 shares of Union Pacific worth $606K as of Q2 2026.
  • Moss Adams Wealth Advisors bought 131 Union Pacific shares in Q2 2026, an estimated $34.4K.
  • Union Pacific made up 0.04% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • Moss Adams Wealth Advisors first reported a position in Union Pacific in Q1 2024 and has held it in 10 quarters since.
  • 2,889 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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