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Roehl & Yi Investment Advisors’s Union Pacific UNP Stock Holding History

Roehl & Yi Investment 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 		$1.22M Hold
4,489
– – 0.4% 50
2026
Q1 		$1.09M Sell
4,489
-285
-6% -$69.8K 0.41% 48
2025
Q4 		$1.1M Sell
4,774
-19
-0.4% -$4.34K 0.44% 46
2025
Q3 		$1.13M Buy
4,793
+971
+25% +$219K 0.49% 42
2025
Q2 		$879K Sell
3,822
-288
-7% -$63.9K 0.45% 49
2025
Q1 		$971K Buy
4,110
+34
+0.8% +$8.18K 0.53% 38
2024
Q4 		$929K Buy
+4,076
New +$965K 0.51% 43

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

Roehl & Yi Investment Advisors's UNP Position: Q2 2026 in Review

Roehl & Yi Investment Advisors held its Union Pacific (UNP) position steady in Q2 2026 at 4,489 shares worth $1.22M. The position accounts for 0.4% of the portfolio, ranked #50.

Roehl & Yi Investment Advisors first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. 2,878 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Roehl & Yi Investment Advisors held 4,489 shares of Union Pacific worth $1.22M as of Q2 2026.
  • Roehl & Yi Investment Advisors left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.4% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #50 holding.
  • Roehl & Yi Investment Advisors first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
  • 2,878 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.