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River Wealth Advisors’s Union Pacific UNP Stock Holding History

River 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
Q1 		$402K Sell
1,658
-4
-0.2% -$979 0.05% 163
2025
Q4 		$384K Sell
1,662
-1,285
-44% -$293K 0.04% 165
2025
Q3 		$696K Buy
2,947
+2
+0.1% +$451 0.08% 135
2025
Q2 		$677K Buy
2,945
+102
+4% +$22.6K 0.08% 135
2025
Q1 		$672K Sell
2,843
-242
-8% -$58.3K 0.09% 127
2024
Q4 		$703K Sell
3,085
-471
-13% -$112K 0.09% 128
2024
Q3 		$876K Sell
3,556
-64
-2% -$15.5K 0.12% 117
2024
Q2 		$819K Buy
3,620
+133
+4% +$31.2K 0.12% 117
2024
Q1 		$858K Sell
3,487
-169
-5% -$41.6K 0.12% 118
2023
Q4 		$898K Sell
3,656
-67
-2% -$14.7K 0.14% 115
2023
Q3 		$758K Sell
3,723
-119
-3% -$25.9K 0.14% 121
2023
Q2 		$786K Sell
3,842
-71
-2% -$14.1K 0.13% 126
2023
Q1 		$788K Sell
3,913
-781
-17% -$158K 0.14% 123
2022
Q4 		$972K Sell
4,694
-236
-5% -$48.4K 0.19% 112
2022
Q3 		$960K Buy
4,930
+108
+2% +$23.9K 0.21% 109
2022
Q2 		$1.03M Sell
4,822
-78
-2% -$17.7K 0.19% 114
2022
Q1 		$1.34M Buy
4,900
+405
+9% +$102K 0.21% 97
2021
Q4 		$1.13M Buy
4,495
+238
+6% +$56.4K 0.18% 114
2021
Q3 		$834K Buy
4,257
+34
+0.8% +$7.34K 0.14% 120
2021
Q2 		$929K Buy
4,223
+37
+0.9% +$8.24K 0.16% 117
2021
Q1 		$923K Buy
4,186
+490
+13% +$103K 0.17% 112
2020
Q4 		$770K Buy
3,696
+51
+1% +$10.2K 0.17% 116
2020
Q3 		$718K Buy
3,645
+1,067
+41% +$198K 0.19% 111
2020
Q2 		$436K Buy
+2,578
New +$413K 0.13% 129
2019
Q1 		– Sell
-690
Closed -$95K – 469
2018
Q4 		$95K Hold
690
– – 0.04% 193
2018
Q3 		$112K Hold
690
– – 0.04% 196
2018
Q2 		$98K Buy
+690
New +$96.2K 0.04% 203

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

River Wealth Advisors's UNP Position: Q1 2026 in Review

River Wealth Advisors reduced its Union Pacific (UNP) stake by 0.24% in Q1 2026, selling an estimated $979 and leaving 1,658 shares worth $402K. The position accounts for 0.05% of the portfolio, ranked #163.

River Wealth Advisors first reported a position in UNP in Q2 2018 and has held it in 27 quarters since. The position peaked at $1.34M in Q1 2022. 2,763 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • River Wealth Advisors held 1,658 shares of Union Pacific worth $402K as of Q1 2026.
  • River Wealth Advisors sold 4 Union Pacific shares in Q1 2026, an estimated $979.
  • Union Pacific made up 0.05% of River Wealth Advisors's portfolio in Q1 2026, its #163 holding.
  • River Wealth Advisors first reported a position in Union Pacific in Q2 2018 and has held it in 27 quarters since.
  • River Wealth Advisors's Union Pacific position peaked at $1.34M in Q1 2022.
  • 2,763 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.