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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Opal Wealth Advisors's UNP Position: Q1 2026 in Review

Opal Wealth Advisors reduced its Union Pacific (UNP) stake by 6.4% in Q1 2026, selling an estimated $32.8K and leaving 1,956 shares worth $475K. The position accounts for 0.11% of the portfolio, ranked #101.

Opal Wealth Advisors first reported a position in UNP in Q2 2023 and has held it in 12 quarters since. The position peaked at $648K in Q1 2025. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Opal Wealth Advisors held 1,956 shares of Union Pacific worth $475K as of Q1 2026.
  • Opal Wealth Advisors sold 134 Union Pacific shares in Q1 2026, an estimated $32.8K.
  • Union Pacific made up 0.11% of Opal Wealth Advisors's portfolio in Q1 2026, its #101 holding.
  • Opal Wealth Advisors first reported a position in Union Pacific in Q2 2023 and has held it in 12 quarters since.
  • Opal Wealth Advisors's Union Pacific position peaked at $648K in Q1 2025.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.