Roberts Wealth Advisors’s Union Pacific UNP Stock Holding History

Roberts 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	$1.53M	Sell	5,608 -613	-10%	-$161K	0.35%	64
2026 Q1	$1.51M	Buy	6,221 +2,622	+73%	+$642K	0.38%	62
2025 Q4	$833K	Buy	3,599 +519	+17%	+$118K	0.22%	71
2025 Q3	$728K	Hold	3,080	–	–	0.19%	70
2025 Q2	$709K	Sell	3,080 -650	-17%	-$144K	0.2%	68
2025 Q1	$881K	Sell	3,730 -46	-1%	-$11.1K	0.27%	68
2024 Q4	$872K	Buy	3,776 +1,248	+49%	+$295K	0.26%	65
2024 Q3	$601K	Buy	2,528 +212	+9%	+$51.4K	0.19%	69
2024 Q2	$514K	Hold	2,316	–	–	0.18%	69
2024 Q1	$542K	Buy	+2,316	New	+$570K	0.2%	72
2023 Q4	–	Sell	-2,616	Closed	-$552K	–	81
2023 Q3	$552K	Sell	2,616 -500	-16%	-$109K	0.24%	69
2023 Q2	$638K	Sell	3,116 -500	-14%	-$99.4K	0.28%	64
2023 Q1	$708K	Sell	3,616 -127	-3%	-$25.7K	0.32%	63
2022 Q4	$777K	Buy	3,743 +2,720	+266%	+$558K	0.38%	64
2022 Q3	$203K	Buy	1,023 +17	+2%	+$3.76K	0.1%	77
2022 Q2	$211K	Buy	1,006 +10	+1%	+$2.27K	0.09%	84
2022 Q1	$259K	Hold	996	–	–	0.1%	87
2021 Q4	$247K	Buy	+996	New	+$236K	0.09%	92

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

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

Roberts Wealth Advisors reduced its Union Pacific (UNP) stake by 9.9% in Q2 2026, selling an estimated $161K and leaving 5,608 shares worth $1.53M. The position accounts for 0.35% of the portfolio, ranked #64.

Roberts Wealth Advisors first reported a position in UNP in Q4 2021 and has held it in 18 quarters since. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Roberts Wealth Advisors held 5,608 shares of Union Pacific worth $1.53M as of Q2 2026.
Roberts Wealth Advisors sold 613 Union Pacific shares in Q2 2026, an estimated $161K.
Union Pacific made up 0.35% of Roberts Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Roberts Wealth Advisors first reported a position in Union Pacific in Q4 2021 and has held it in 18 quarters since.
2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.