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Perennial Investment Advisors’s Union Pacific UNP Stock Holding History

Perennial Investment 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 		$584K Buy
2,148
+241
+13% +$63.3K 0.04% 302
2026
Q1 		$463K Buy
1,907
+98
+5% +$24K 0.04% 303
2025
Q4 		$419K Buy
1,809
+80
+5% +$18.3K 0.03% 304
2025
Q3 		$409K Buy
1,729
+58
+3% +$13.1K 0.03% 294
2025
Q2 		$384K Sell
1,671
-300
-15% -$66.6K 0.04% 297
2025
Q1 		$466K Buy
1,971
+58
+3% +$14K 0.05% 252
2024
Q4 		$436K Sell
1,913
-694
-27% -$164K 0.05% 241
2024
Q3 		$643K Sell
2,607
-30
-1% -$7.27K 0.08% 181
2024
Q2 		$597K Buy
2,637
+149
+6% +$34.9K 0.09% 174
2024
Q1 		$612K Sell
2,488
-203
-8% -$50K 0.09% 170
2023
Q4 		$661K Buy
2,691
+417
+18% +$91.7K 0.11% 154
2023
Q3 		$463K Buy
2,274
+1
+0% +$218 0.08% 182
2023
Q2 		$465K Sell
2,273
-9
-0.4% -$1.79K 0.08% 188
2023
Q1 		$459K Buy
+2,282
New +$462K 0.09% 186
2022
Q3 		– Sell
-1,475
Closed -$315K – 230
2022
Q2 		$315K Sell
1,475
-41
-3% -$9.33K 0.12% 136
2022
Q1 		$414K Buy
1,516
+1
+0.1% +$253 0.13% 133
2021
Q4 		$383K Sell
1,515
-2
-0.1% -$474 0.12% 151
2021
Q3 		$298K Sell
1,517
-38
-2% -$8.21K 0.11% 165
2021
Q2 		$342K Sell
1,555
-8
-0.5% -$1.78K 0.12% 146
2021
Q1 		$345K Buy
+1,563
New +$328K 0.14% 128

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 $3.38T AUM 44.17% 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

Perennial Investment Advisors's UNP Position: Q2 2026 in Review

Perennial Investment Advisors increased its Union Pacific (UNP) stake by 13% in Q2 2026, buying an estimated $63.3K and bringing the position to 2,148 shares worth $584K. The position accounts for 0.04% of the portfolio, ranked #302.

Perennial Investment Advisors first reported a position in UNP in Q1 2021 and has held it in 20 quarters since. The position peaked at $661K in Q4 2023. 2,896 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Perennial Investment Advisors held 2,148 shares of Union Pacific worth $584K as of Q2 2026.
  • Perennial Investment Advisors bought 241 Union Pacific shares in Q2 2026, an estimated $63.3K.
  • Union Pacific made up 0.04% of Perennial Investment Advisors's portfolio in Q2 2026, its #302 holding.
  • Perennial Investment Advisors first reported a position in Union Pacific in Q1 2021 and has held it in 20 quarters since.
  • Perennial Investment Advisors's Union Pacific position peaked at $661K in Q4 2023.
  • 2,896 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.