Quantum Financial Advisors’s Union Pacific UNP Stock Holding History

Quantum Financial 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	$355K	Buy	1,306 +21	+2%	+$5.51K	0.04%	159
2026 Q1	$312K	Buy	1,285 +23	+2%	+$5.63K	0.04%	155
2025 Q4	$292K	Buy	1,262 +2	+0.2%	+$457	0.03%	160
2025 Q3	$298K	Hold	1,260	–	–	0.04%	139
2025 Q2	$290K	Sell	1,260 -15	-1%	-$3.33K	0.04%	134
2025 Q1	$301K	Sell	1,275 -2	-0.2%	-$481	0.04%	119
2024 Q4	$291K	Sell	1,277 -70	-5%	-$16.6K	0.04%	130
2024 Q3	$332K	Hold	1,347	–	–	0.05%	119
2024 Q2	$305K	Sell	1,347 -24	-2%	-$5.63K	0.05%	117
2024 Q1	$337K	Buy	1,371 +91	+7%	+$22.4K	0.06%	104
2023 Q4	$314K	Hold	1,280	–	–	0.08%	77
2023 Q3	$261K	Hold	1,280	–	–	0.08%	87
2023 Q2	$262K	Hold	1,280	–	–	0.08%	69
2023 Q1	$258K	Hold	1,280	–	–	0.08%	75
2022 Q4	$265K	Buy	1,280 +10	+0.8%	+$2.05K	0.12%	63
2022 Q3	$247K	Hold	1,270	–	–	0.11%	60
2022 Q2	$299K	Buy	+1,270	New	+$289K	0.11%	58

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

Quantum Financial Advisors's UNP Position: Q2 2026 in Review

Quantum Financial Advisors increased its Union Pacific (UNP) stake by 1.6% in Q2 2026, buying an estimated $5.51K and bringing the position to 1,306 shares worth $355K. The position accounts for 0.04% of the portfolio, ranked #159.

Quantum Financial Advisors first reported a position in UNP in Q2 2022 and has held it in 17 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Quantum Financial Advisors held 1,306 shares of Union Pacific worth $355K as of Q2 2026.
Quantum Financial Advisors bought 21 Union Pacific shares in Q2 2026, an estimated $5.51K.
Union Pacific made up 0.04% of Quantum Financial Advisors's portfolio in Q2 2026, its #159 holding.
Quantum Financial Advisors first reported a position in Union Pacific in Q2 2022 and has held it in 17 quarters since.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.