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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Moss Adams Wealth Advisors's UNP Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its Union Pacific (UNP) stake by 2% in Q1 2026, buying an estimated $10.3K and bringing the position to 2,096 shares worth $508K. The position accounts for 0.04% of the portfolio, ranked #134.

Moss Adams Wealth Advisors first reported a position in UNP in Q1 2024 and has held it in 9 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Moss Adams Wealth Advisors held 2,096 shares of Union Pacific worth $508K as of Q1 2026.
Moss Adams Wealth Advisors bought 42 Union Pacific shares in Q1 2026, an estimated $10.3K.
Union Pacific made up 0.04% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #134 holding.
Moss Adams Wealth Advisors first reported a position in Union Pacific in Q1 2024 and has held it in 9 quarters since.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.