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Rooted Wealth Advisors’s Union Pacific UNP Stock Holding History

Rooted 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 		$326K Buy
1,198
+62
+5% +$16.3K 0.08% 116
2026
Q1 		$287K Buy
1,136
+19
+2% +$4.65K 0.08% 121
2025
Q4 		$279K Sell
1,117
-6
-0.5% -$1.37K 0.08% 117
2025
Q3 		$266K Buy
+1,123
New +$253K 0.08% 109

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

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

Rooted Wealth Advisors increased its Union Pacific (UNP) stake by 5.5% in Q2 2026, buying an estimated $16.3K and bringing the position to 1,198 shares worth $326K. The position accounts for 0.08% of the portfolio, ranked #116.

Rooted Wealth Advisors first reported a position in UNP in Q3 2025 and has held it in 4 quarters since. 2,878 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Rooted Wealth Advisors held 1,198 shares of Union Pacific worth $326K as of Q2 2026.
  • Rooted Wealth Advisors bought 62 Union Pacific shares in Q2 2026, an estimated $16.3K.
  • Union Pacific made up 0.08% of Rooted Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • Rooted Wealth Advisors first reported a position in Union Pacific in Q3 2025 and has held it in 4 quarters since.
  • 2,878 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.