Principia Wealth Advisory’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.2K Buy
56
+17
+44% +$4.46K 0.01% 199
2026
Q1
$9.46K Buy
39
+10
+34% +$2.45K 0.01% 212
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

Principia Wealth Advisory's UNP Position: Q2 2026 in Review

Principia Wealth Advisory increased its Union Pacific (UNP) stake by 44% in Q2 2026, buying an estimated $4.46K and bringing the position to 56 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #199.

Principia Wealth Advisory first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. 2,895 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Principia Wealth Advisory held 56 shares of Union Pacific worth $15.2K as of Q2 2026.
  • Principia Wealth Advisory bought 17 Union Pacific shares in Q2 2026, an estimated $4.46K.
  • Union Pacific made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #199 holding.
  • Principia Wealth Advisory first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
  • 2,895 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.