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SFMG Wealth Advisors’s Union Pacific UNP Stock Holding History

SFMG 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 		$625K Buy
2,299
+12
+0.5% +$3.15K 0.04% 168
2026
Q1 		$555K Buy
2,287
+8
+0.4% +$1.96K 0.04% 173
2025
Q4 		$527K Sell
2,279
-17
-0.7% -$3.88K 0.04% 180
2025
Q3 		$543K Sell
2,296
-31
-1% -$6.99K 0.04% 166
2025
Q2 		$535K Sell
2,327
-4
-0.2% -$888 0.04% 149
2025
Q1 		$551K Buy
2,331
+17
+0.7% +$4.09K 0.04% 139
2024
Q4 		$528K Sell
2,314
-12
-0.5% -$2.84K 0.04% 143
2024
Q3 		$573K Buy
2,326
+13
+0.6% +$3.15K 0.05% 127
2024
Q2 		$523K Buy
2,313
+5
+0.2% +$1.17K 0.05% 134
2024
Q1 		$568K Buy
2,308
+3
+0.1% +$738 0.05% 129
2023
Q4 		$566K Sell
2,305
-253
-10% -$55.6K 0.05% 123
2023
Q3 		$521K Sell
2,558
-697
-21% -$152K 0.05% 122
2023
Q2 		$666K Sell
3,255
-342
-10% -$68K 0.07% 106
2023
Q1 		$724K Buy
3,597
+240
+7% +$48.6K 0.08% 102
2022
Q4 		$695K Buy
3,357
+122
+4% +$25K 0.08% 110
2022
Q3 		$622K Buy
3,235
+310
+11% +$68.6K 0.07% 110
2022
Q2 		$624K Buy
2,925
+189
+7% +$43K 0.07% 107
2022
Q1 		$747K Buy
2,736
+58
+2% +$14.6K 0.07% 108
2021
Q4 		$675K Buy
2,678
+187
+8% +$44.3K 0.07% 125
2021
Q3 		$488K Sell
2,491
-48
-2% -$10.4K 0.05% 148
2021
Q2 		$558K Buy
2,539
+30
+1% +$6.68K 0.06% 137
2021
Q1 		$553K Buy
2,509
+18
+0.7% +$3.78K 0.06% 131
2020
Q4 		$519K Buy
2,491
+1,228
+97% +$245K 0.07% 124
2020
Q3 		$249K Hold
1,263
– – 0.03% 151
2020
Q2 		$214K Buy
+1,263
New +$202K 0.03% 147
2020
Q1 		– Sell
-1,271
Closed -$230K – 180
2019
Q4 		$230K Sell
1,271
-16
-1% -$2.74K 0.03% 148
2019
Q3 		$208K Hold
1,287
– – 0.03% 145
2019
Q2 		$224K Sell
1,287
-18
-1% -$3.08K 0.03% 137
2019
Q1 		$218K Buy
+1,305
New +$210K 0.03% 132

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

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

SFMG Wealth Advisors increased its Union Pacific (UNP) stake by 0.52% in Q2 2026, buying an estimated $3.15K and bringing the position to 2,299 shares worth $625K. The position accounts for 0.04% of the portfolio, ranked #168.

SFMG Wealth Advisors first reported a position in UNP in Q1 2019 and has held it in 29 quarters since. The position peaked at $747K in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • SFMG Wealth Advisors held 2,299 shares of Union Pacific worth $625K as of Q2 2026.
  • SFMG Wealth Advisors bought 12 Union Pacific shares in Q2 2026, an estimated $3.15K.
  • Union Pacific made up 0.04% of SFMG Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • SFMG Wealth Advisors first reported a position in Union Pacific in Q1 2019 and has held it in 29 quarters since.
  • SFMG Wealth Advisors's Union Pacific position peaked at $747K in Q1 2022.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.