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

Pacific Excel 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 Q2	$245K	Buy	+899	New	+$236K	0.09%	184

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pacific Excel Wealth Advisors's UNP Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Union Pacific (UNP) in Q2 2026: 899 shares worth $245K. The stake represents 0.09% of the portfolio and ranks #184 among its holdings.

2,878 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Pacific Excel Wealth Advisors held 899 shares of Union Pacific worth $245K as of Q2 2026.
Union Pacific was a new Pacific Excel Wealth Advisors position in Q2 2026.
Union Pacific made up 0.09% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #184 holding.
2,878 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.