Outlook Wealth Advisors’s Union Pacific UNP Stock Holding History

Outlook 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	$421K	Buy	1,735 +1	+0.1%	+$245	0.1%	195
2025 Q4	$401K	Buy	1,734 +34	+2%	+$7.76K	0.09%	189
2025 Q3	$402K	Buy	+1,700	New	+$383K	0.1%	183
2024 Q4	–	Sell	-1,953	Closed	-$481K	–	278
2024 Q3	$481K	Buy	1,953 +103	+6%	+$25K	0.14%	137
2024 Q2	$419K	Buy	1,850 +234	+14%	+$54.8K	0.13%	155
2024 Q1	$397K	Buy	1,616 +242	+18%	+$59.6K	0.12%	165
2023 Q4	$338K	Buy	1,374 +317	+30%	+$69.7K	0.12%	158
2023 Q3	$215K	Buy	+1,057	New	+$230K	0.08%	191
2022 Q2	–	Sell	-828	Closed	-$226K	–	207
2022 Q1	$226K	Sell	828 -25	-3%	-$6.31K	0.08%	187
2021 Q4	$215K	Buy	+853	New	+$202K	0.06%	194

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

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

Outlook Wealth Advisors increased its Union Pacific (UNP) stake by 0.06% in Q1 2026, buying an estimated $245 and bringing the position to 1,735 shares worth $421K. The position accounts for 0.1% of the portfolio, ranked #195.

Outlook Wealth Advisors first reported a position in UNP in Q4 2021 and has held it in 10 quarters since. The position peaked at $481K in Q3 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Outlook Wealth Advisors held 1,735 shares of Union Pacific worth $421K as of Q1 2026.
Outlook Wealth Advisors bought 1 Union Pacific share in Q1 2026, an estimated $245.
Union Pacific made up 0.1% of Outlook Wealth Advisors's portfolio in Q1 2026, its #195 holding.
Outlook Wealth Advisors first reported a position in Union Pacific in Q4 2021 and has held it in 10 quarters since.
Outlook Wealth Advisors's Union Pacific position peaked at $481K in Q3 2024.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.