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Regent Peak Wealth Advisors’s Union Pacific UNP Stock Holding History

Regent Peak 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 		$572K Buy
2,104
+127
+6% +$33.3K 0.11% 85
2026
Q1 		$480K Sell
1,977
-27
-1% -$6.61K 0.1% 91
2025
Q4 		$464K Sell
2,004
-305
-13% -$69.6K 0.09% 97
2025
Q3 		$546K Buy
+2,309
New +$520K 0.11% 83
2025
Q1 		$680K Sell
2,879
-318
-10% -$76.5K 0.16% 64
2024
Q4 		$729K Sell
3,197
-6,722
-68% -$1.59M 0.16% 63
2024
Q3 		$2.44M Sell
9,919
-1,052
-10% -$255K 0.56% 37
2024
Q2 		$2.48M Sell
10,971
-29
-0.3% -$6.8K 0.57% 40
2024
Q1 		$2.71M Sell
11,000
-951
-8% -$234K 0.69% 32
2023
Q4 		$2.94M Buy
11,951
+109
+0.9% +$24K 0.8% 28
2023
Q3 		$2.41M Buy
11,842
+62
+0.5% +$13.5K 0.74% 30
2023
Q2 		$2.41M Buy
11,780
+17
+0.1% +$3.38K 0.7% 34
2023
Q1 		$2.37M Buy
11,763
+1,382
+13% +$280K 0.73% 35
2022
Q4 		$2.15M Buy
10,381
+696
+7% +$143K 0.7% 36
2022
Q3 		$1.89M Buy
9,685
+117
+1% +$25.9K 0.66% 38
2022
Q2 		$2.04M Buy
9,568
+67
+0.7% +$15.2K 0.67% 36
2022
Q1 		$2.6M Sell
9,501
-250
-3% -$63.1K 0.74% 28
2021
Q4 		$2.46M Sell
9,751
-26
-0.3% -$6.16K 0.67% 29
2021
Q3 		$1.92M Buy
9,777
+161
+2% +$34.8K 0.55% 41
2021
Q2 		$2.1M Buy
9,616
+1,205
+14% +$268K 0.59% 39
2021
Q1 		$1.85M Buy
8,411
+712
+9% +$149K 0.61% 39
2020
Q4 		$1.6M Sell
7,699
-892
-10% -$178K 0.53% 40
2020
Q3 		$1.69M Buy
8,591
+325
+4% +$60.4K 0.72% 30
2020
Q2 		$1.4M Buy
8,266
+1,004
+14% +$161K 0.63% 36
2020
Q1 		$1.02M Buy
7,262
+1,186
+20% +$196K 0.57% 38
2019
Q4 		$1.1M Buy
+6,076
New +$1.04M 0.5% 46

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Regent Peak Wealth Advisors's UNP Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Union Pacific (UNP) stake by 6.4% in Q2 2026, buying an estimated $33.3K and bringing the position to 2,104 shares worth $572K. The position accounts for 0.11% of the portfolio, ranked #85.

Regent Peak Wealth Advisors first reported a position in UNP in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.94M in Q4 2023. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Regent Peak Wealth Advisors held 2,104 shares of Union Pacific worth $572K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 127 Union Pacific shares in Q2 2026, an estimated $33.3K.
  • Union Pacific made up 0.11% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Regent Peak Wealth Advisors first reported a position in Union Pacific in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Union Pacific position peaked at $2.94M in Q4 2023.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.