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Sax Wealth Advisors’s Union Pacific UNP Stock Holding History

Sax 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 		$392K Sell
1,615
-45
-3% -$11.8K 0.02% 397
2026
Q1 		$384K Sell
1,660
-80
-5% -$19.6K 0.02% 340
2025
Q4 		$402K Sell
1,740
-103
-6% -$23.5K 0.02% 337
2025
Q3 		$436K Buy
1,843
+192
+12% +$43.3K 0.02% 294
2025
Q2 		$380K Buy
1,651
+298
+22% +$66.2K 0.02% 297
2025
Q1 		$320K Buy
+1,353
New +$326K 0.02% 285
2024
Q4 		– Sell
-898
Closed -$221K – 338
2024
Q3 		$221K Buy
+898
New +$218K 0.02% 264

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

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

Sax Wealth Advisors reduced its Union Pacific (UNP) stake by 2.7% in Q2 2026, selling an estimated $11.8K and leaving 1,615 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #397.

Sax Wealth Advisors first reported a position in UNP in Q3 2024 and has held it in 7 quarters since. The position peaked at $436K in Q3 2025. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Sax Wealth Advisors held 1,615 shares of Union Pacific worth $392K as of Q2 2026.
  • Sax Wealth Advisors sold 45 Union Pacific shares in Q2 2026, an estimated $11.8K.
  • Union Pacific made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #397 holding.
  • Sax Wealth Advisors first reported a position in Union Pacific in Q3 2024 and has held it in 7 quarters since.
  • Sax Wealth Advisors's Union Pacific position peaked at $436K in Q3 2025.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.