Provenance Wealth Advisors’s Union Pacific UNP Stock Holding History

Provenance 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	$40.5K	Buy	149 +10	+7%	+$2.63K	﹤0.01%	240
2026 Q1	$33.7K	Hold	139	–	–	﹤0.01%	231
2025 Q4	$32.2K	Hold	139	–	–	﹤0.01%	230
2025 Q3	$32.9K	Hold	139	–	–	﹤0.01%	247
2025 Q2	$32K	Sell	139 -12	-8%	-$2.66K	﹤0.01%	241
2025 Q1	$35.7K	Hold	151	–	–	0.01%	242
2024 Q4	$34.4K	Hold	151	–	–	﹤0.01%	241
2024 Q3	$37.2K	Hold	151	–	–	﹤0.01%	252
2024 Q2	$34.2K	Hold	151	–	–	﹤0.01%	227
2024 Q1	$37.1K	Sell	151 -10	-6%	-$2.46K	0.01%	238
2023 Q4	$39.5K	Buy	161 +111	+222%	+$24.4K	0.01%	218
2023 Q3	$10.2K	Buy	+50	New	+$10.9K	﹤0.01%	247

Other funds holding UNP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Provenance Wealth Advisors increased its Union Pacific (UNP) stake by 7.2% in Q2 2026, buying an estimated $2.63K and bringing the position to 149 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Provenance Wealth Advisors first reported a position in UNP in Q3 2023 and has held it in 12 quarters since. 2,866 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Provenance Wealth Advisors held 149 shares of Union Pacific worth $40.5K as of Q2 2026.
Provenance Wealth Advisors bought 10 Union Pacific shares in Q2 2026, an estimated $2.63K.
Union Pacific made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #240 holding.
Provenance Wealth Advisors first reported a position in Union Pacific in Q3 2023 and has held it in 12 quarters since.
2,866 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.