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Phoenix Wealth Advisors’s Union Pacific UNP Stock Holding History

Phoenix 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 		$2.4M Sell
8,825
-300
-3% -$78.8K 0.81% 29
2026
Q1 		$2.21M Sell
9,125
-738
-7% -$181K 0.87% 31
2025
Q4 		$2.28M Sell
9,863
-421
-4% -$96.1K 0.88% 34
2025
Q3 		$2.43M Sell
10,284
-561
-5% -$126K 0.93% 31
2025
Q2 		$2.5M Sell
10,845
-475
-4% -$105K 1.04% 31
2025
Q1 		$2.67M Sell
11,320
-68
-0.6% -$16.4K 1.17% 28
2024
Q4 		$2.6M Sell
11,388
-370
-3% -$87.6K 1.13% 28
2024
Q3 		$2.9M Sell
11,758
-88
-0.7% -$21.3K 1.35% 21
2024
Q2 		$2.68M Sell
11,846
-122
-1% -$28.6K 1.35% 24
2024
Q1 		$2.94M Buy
11,968
+160
+1% +$39.4K 1.79% 22
2023
Q4 		$2.87M Buy
11,808
+7
+0.1% +$1.54K 2% 18
2023
Q3 		$2.4M Buy
11,801
+687
+6% +$150K 1.41% 19
2023
Q2 		$2.27M Sell
11,114
-802
-7% -$159K 1.32% 25
2023
Q1 		$2.4M Buy
+11,916
New +$2.41M 1.48% 21
2022
Q4 		– Sell
-11,969
Closed -$2.33M – 120
2022
Q3 		$2.33M Buy
11,969
+380
+3% +$84.1K 2.33% 16
2022
Q2 		$2.47M Buy
11,589
+99
+0.9% +$22.5K 2.44% 15
2022
Q1 		$2.79M Buy
11,490
+4,987
+77% +$1.26M 2.89% 15
2021
Q4 		$1.64M Buy
6,503
+5,883
+949% +$1.39M 1.24% 27
2021
Q3 		$122K Buy
620
+144
+30% +$31.1K 0.09% 143
2021
Q2 		$107K Buy
476
+14
+3% +$3.12K 0.08% 153
2021
Q1 		$102K Buy
462
+51
+12% +$10.7K 0.08% 152
2020
Q4 		$86K Buy
+411
New +$82.1K 0.07% 156

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 $3.37T AUM 44.26% 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

Phoenix Wealth Advisors's UNP Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its Union Pacific (UNP) stake by 3.3% in Q2 2026, selling an estimated $78.8K and leaving 8,825 shares worth $2.4M. The position accounts for 0.81% of the portfolio, ranked #29.

Phoenix Wealth Advisors first reported a position in UNP in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.94M in Q1 2024. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Phoenix Wealth Advisors held 8,825 shares of Union Pacific worth $2.4M as of Q2 2026.
  • Phoenix Wealth Advisors sold 300 Union Pacific shares in Q2 2026, an estimated $78.8K.
  • Union Pacific made up 0.81% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Phoenix Wealth Advisors first reported a position in Union Pacific in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's Union Pacific position peaked at $2.94M in Q1 2024.
  • 2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.