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Savvy Advisors Inc’s Union Pacific UNP Stock Holding History

Savvy Advisors Inc’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 		$2.31M Buy
9,532
+763
+9% +$187K 0.06% 244
2025
Q4 		$2.03M Buy
8,769
+3,243
+59% +$740K 0.07% 224
2025
Q3 		$1.31M Buy
5,526
+3,315
+150% +$747K 0.06% 224
2025
Q2 		$509K Buy
2,211
+53
+2% +$11.8K 0.03% 346
2025
Q1 		$510K Buy
2,158
+131
+6% +$31.5K 0.05% 285
2024
Q4 		$462K Buy
2,027
+216
+12% +$51.1K 0.06% 257
2024
Q3 		$446K Buy
1,811
+464
+34% +$113K 0.09% 195
2024
Q2 		$305K Buy
+1,347
New +$316K 0.1% 209

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

Savvy Advisors Inc's UNP Position: Q1 2026 in Review

Savvy Advisors Inc increased its Union Pacific (UNP) stake by 8.7% in Q1 2026, buying an estimated $187K and bringing the position to 9,532 shares worth $2.31M. The position accounts for 0.06% of the portfolio, ranked #244.

Savvy Advisors Inc first reported a position in UNP in Q2 2024 and has held it in 8 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Savvy Advisors Inc held 9,532 shares of Union Pacific worth $2.31M as of Q1 2026.
  • Savvy Advisors Inc bought 763 Union Pacific shares in Q1 2026, an estimated $187K.
  • Union Pacific made up 0.06% of Savvy Advisors Inc's portfolio in Q1 2026, its #244 holding.
  • Savvy Advisors Inc first reported a position in Union Pacific in Q2 2024 and has held it in 8 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.