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Net Worth Advisory Group’s Union Pacific UNP Stock Holding History

Net Worth Advisory Group’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 		$940K Sell
3,458
-108
-3% -$28.4K 0.24% 88
2026
Q1 		$865K Sell
3,566
-92
-3% -$22.5K 0.18% 114
2025
Q4 		$846K Buy
3,658
+1,005
+38% +$229K 0.17% 114
2025
Q3 		$627K Sell
2,653
-110
-4% -$24.8K 0.18% 125
2025
Q2 		$636K Buy
2,763
+80
+3% +$17.8K 0.14% 158
2025
Q1 		$634K Sell
2,683
-8
-0.3% -$1.93K 0.2% 114
2024
Q4 		$614K Buy
2,691
+24
+0.9% +$5.68K 0.19% 133
2024
Q3 		$657K Buy
+2,667
New +$647K 0.2% 133

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

Net Worth Advisory Group's UNP Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Union Pacific (UNP) stake by 3% in Q2 2026, selling an estimated $28.4K and leaving 3,458 shares worth $940K. The position accounts for 0.24% of the portfolio, ranked #88.

Net Worth Advisory Group first reported a position in UNP in Q3 2024 and has held it in 8 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Net Worth Advisory Group held 3,458 shares of Union Pacific worth $940K as of Q2 2026.
  • Net Worth Advisory Group sold 108 Union Pacific shares in Q2 2026, an estimated $28.4K.
  • Union Pacific made up 0.24% of Net Worth Advisory Group's portfolio in Q2 2026, its #88 holding.
  • Net Worth Advisory Group first reported a position in Union Pacific in Q3 2024 and has held it in 8 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.