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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
Q2 		$2.72M Buy
10,011
+479
+5% +$126K 0.06% 266
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 $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

Savvy Advisors Inc's UNP Position: Q2 2026 in Review

Savvy Advisors Inc increased its Union Pacific (UNP) stake by 5% in Q2 2026, buying an estimated $126K and bringing the position to 10,011 shares worth $2.72M. The position accounts for 0.06% of the portfolio, ranked #266.

Savvy Advisors Inc first reported a position in UNP in Q2 2024 and has held it in 9 quarters since. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Savvy Advisors Inc held 10,011 shares of Union Pacific worth $2.72M as of Q2 2026.
  • Savvy Advisors Inc bought 479 Union Pacific shares in Q2 2026, an estimated $126K.
  • Union Pacific made up 0.06% of Savvy Advisors Inc's portfolio in Q2 2026, its #266 holding.
  • Savvy Advisors Inc first reported a position in Union Pacific in Q2 2024 and has held it in 9 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.