Roberts Wealth Advisors
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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
Q3 		$1.51M Sell
5,550
-58
-1% -$16.9K 0.34% 63
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% +$2.28K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Roberts Wealth Advisors's UNP Position: Q3 2026 in Review

Roberts Wealth Advisors reduced its Union Pacific (UNP) stake by 1% in Q3 2026, selling an estimated $16.9K and leaving 5,550 shares worth $1.51M. The position accounts for 0.34% of the portfolio, ranked #63.

Roberts Wealth Advisors first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.53M in Q2 2026. 1,985 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Roberts Wealth Advisors held 5,550 shares of Union Pacific worth $1.51M as of Q3 2026.
  • Roberts Wealth Advisors sold 58 Union Pacific shares in Q3 2026, an estimated $16.9K.
  • Union Pacific made up 0.34% of Roberts Wealth Advisors's portfolio in Q3 2026, its #63 holding.
  • Roberts Wealth Advisors first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
  • Roberts Wealth Advisors's Union Pacific position peaked at $1.53M in Q2 2026.
  • 1,985 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.