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Physician Wealth Advisors’s Union Pacific UNP Stock Holding History

Physician 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 		$300K Buy
1,102
+18
+2% +$4.73K 0.04% 160
2026
Q1 		$263K Sell
1,084
-40
-4% -$9.79K 0.04% 164
2025
Q4 		$260K Sell
1,124
-5,662
-83% -$1.29M 0.04% 156
2025
Q3 		$1.6M Buy
6,786
+68
+1% +$15.3K 0.23% 54
2025
Q2 		$1.55M Sell
6,718
-46
-0.7% -$10.2K 0.24% 55
2025
Q1 		$1.6M Sell
6,764
-110
-2% -$26.5K 0.28% 54
2024
Q4 		$1.57M Buy
6,874
+22
+0.3% +$5.21K 0.26% 56
2024
Q3 		$1.68M Sell
6,852
-63
-0.9% -$15.3K 0.3% 49
2024
Q2 		$1.68M Buy
6,915
+38
+0.6% +$8.91K 0.31% 48
2024
Q1 		$1.59M Buy
6,877
+101
+1% +$24.9K 0.33% 46
2023
Q4 		$1.65M Buy
6,776
+54
+0.8% +$11.9K 0.37% 44
2023
Q3 		$1.37M Buy
6,722
+32
+0.5% +$6.97K 0.35% 40
2023
Q2 		$1.38M Buy
6,690
+68
+1% +$13.5K 0.34% 42
2023
Q1 		$1.34M Buy
6,622
+258
+4% +$52.3K 0.35% 41
2022
Q4 		$1.29M Hold
6,364
– – 0.35% 42
2022
Q3 		$1.28M Hold
6,364
– – 0.39% 39
2022
Q2 		$1.45M Hold
6,364
– – 0.42% 39
2022
Q1 		$1.51M Hold
6,364
– – 0.4% 44
2021
Q4 		$1.62M Hold
6,364
– – 0.43% 42
2021
Q3 		$1.43M Hold
6,364
– – 0.39% 43
2021
Q2 		$1.4M Hold
6,364
– – 0.4% 42
2021
Q1 		$1.42M Hold
6,364
– – 0.46% 39
2020
Q4 		$1.32M Hold
6,364
– – 0.45% 39
2020
Q3 		$1.14M Sell
6,364
-750
-11% -$139K 0.46% 38
2020
Q2 		$1.33M Hold
7,114
– – 0.54% 35
2020
Q1 		$1.05M Sell
7,114
-259
-4% -$42.8K 0.52% 36
2019
Q4 		$1.33M Hold
7,373
– – 0.59% 33
2019
Q3 		$1.33M Buy
+7,373
New +$1.24M 0.65% 31

Other funds holding UNP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

Physician Wealth Advisors increased its Union Pacific (UNP) stake by 1.7% in Q2 2026, buying an estimated $4.73K and bringing the position to 1,102 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #160.

Physician Wealth Advisors first reported a position in UNP in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.68M in Q3 2024. 1,352 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Physician Wealth Advisors held 1,102 shares of Union Pacific worth $300K as of Q2 2026.
  • Physician Wealth Advisors bought 18 Union Pacific shares in Q2 2026, an estimated $4.73K.
  • Union Pacific made up 0.04% of Physician Wealth Advisors's portfolio in Q2 2026, its #160 holding.
  • Physician Wealth Advisors first reported a position in Union Pacific in Q3 2019 and has held it in 28 quarters since.
  • Physician Wealth Advisors's Union Pacific position peaked at $1.68M in Q3 2024.
  • 1,352 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.