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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
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 $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

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

Phoenix Wealth Advisors reduced its Union Pacific (UNP) stake by 7.5% in Q1 2026, selling an estimated $181K and leaving 9,125 shares worth $2.21M. The position accounts for 0.87% of the portfolio, ranked #31.

Phoenix Wealth Advisors first reported a position in UNP in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.94M in Q1 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Phoenix Wealth Advisors held 9,125 shares of Union Pacific worth $2.21M as of Q1 2026.
  • Phoenix Wealth Advisors sold 738 Union Pacific shares in Q1 2026, an estimated $181K.
  • Union Pacific made up 0.87% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #31 holding.
  • Phoenix Wealth Advisors first reported a position in Union Pacific in Q4 2020 and has held it in 21 quarters since.
  • Phoenix Wealth Advisors's Union Pacific position peaked at $2.94M in Q1 2024.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.