Principia Wealth Advisory’s Union Pacific UNP Stock Holding History

Principia Wealth Advisory’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
2025 Q4	$6.71K	Buy	29 +2	+7%	+$457	﹤0.01%	235
2025 Q3	$6.38K	Buy	27 +6	+29%	+$1.35K	﹤0.01%	244
2025 Q2	$4.83K	Buy	21 +6	+40%	+$1.33K	﹤0.01%	238
2025 Q1	$3.35K	Sell	15 -1	-6%	-$241	﹤0.01%	228
2024 Q4	$3.65K	Buy	+16	New	+$3.79K	﹤0.01%	177

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

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

Norges Bank Oslo, Norway $1T AUM

Principia Wealth Advisory's UNP Position: Q4 2025 in Review

Principia Wealth Advisory increased its Union Pacific (UNP) stake by 7.4% in Q4 2025, buying an estimated $457 and bringing the position to 29 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Principia Wealth Advisory first reported a position in UNP in Q4 2024 and has held it in 5 quarters since. 2,743 funds tracked by Wall St. Rank hold UNP as of Q4 2025.

Principia Wealth Advisory held 29 shares of Union Pacific worth $6.71K as of Q4 2025.
Principia Wealth Advisory bought 2 Union Pacific shares in Q4 2025, an estimated $457.
Union Pacific made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #235 holding.
Principia Wealth Advisory first reported a position in Union Pacific in Q4 2024 and has held it in 5 quarters since.
2,743 funds tracked by Wall St. Rank held Union Pacific as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.