Opal Wealth Advisors
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Opal Wealth Advisors’s Union Pacific UNP Stock Holding History

Opal 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
Q3 		$646K Buy
2,373
+282
+13% +$82K 0.13% 78
2026
Q2 		$569K Buy
2,091
+135
+7% +$35.4K 0.12% 87
2026
Q1 		$475K Sell
1,956
-134
-6% -$32.8K 0.11% 101
2025
Q4 		$483K Sell
2,090
-72
-3% -$16.4K 0.13% 97
2025
Q3 		$511K Sell
2,162
-490
-18% -$110K 0.14% 90
2025
Q2 		$610K Sell
2,652
-93
-3% -$20.6K 0.17% 72
2025
Q1 		$648K Buy
2,745
+200
+8% +$48.1K 0.2% 62
2024
Q4 		$580K Buy
2,545
+116
+5% +$27.5K 0.17% 81
2024
Q3 		$599K Sell
2,429
-80
-3% -$19.4K 0.19% 71
2024
Q2 		$568K Buy
2,509
+17
+0.7% +$3.98K 0.18% 71
2024
Q1 		$613K Sell
2,492
-78
-3% -$19.2K 0.21% 68
2023
Q4 		$631K Buy
2,570
+115
+5% +$25.3K 0.25% 64
2023
Q3 		$500K Buy
2,455
+617
+34% +$134K 0.29% 56
2023
Q2 		$376K Buy
+1,838
New +$365K 0.19% 72

Other funds holding UNP

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Opal Wealth Advisors's UNP Position: Q3 2026 in Review

Opal Wealth Advisors increased its Union Pacific (UNP) stake by 13% in Q3 2026, buying an estimated $82K and bringing the position to 2,373 shares worth $646K. The position accounts for 0.13% of the portfolio, ranked #78.

Opal Wealth Advisors first reported a position in UNP in Q2 2023 and has held it in 14 quarters since. The position peaked at $648K in Q1 2025. 945 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Opal Wealth Advisors held 2,373 shares of Union Pacific worth $646K as of Q3 2026.
  • Opal Wealth Advisors bought 282 Union Pacific shares in Q3 2026, an estimated $82K.
  • Union Pacific made up 0.13% of Opal Wealth Advisors's portfolio in Q3 2026, its #78 holding.
  • Opal Wealth Advisors first reported a position in Union Pacific in Q2 2023 and has held it in 14 quarters since.
  • Opal Wealth Advisors's Union Pacific position peaked at $648K in Q1 2025.
  • 945 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.