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SOA Wealth Advisors’s Union Pacific UNP Stock Holding History

SOA 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 		$353K Sell
7,160
-2,481
-26% -$651K 0.06% 158
2026
Q1 		$318K Buy
9,641
+52
+0.5% +$12.7K 0.06% 155
2025
Q4 		$291K Sell
9,589
-56
-0.6% -$12.8K 0.05% 165
2025
Q3 		$311K Buy
9,645
+56
+0.6% +$12.6K 0.05% 158
2025
Q2 		$290K Buy
9,589
+2,376
+33% +$527K 0.05% 166
2025
Q1 		$295K Buy
7,213
+5,949
+471% +$1.43M 0.06% 155
2024
Q4 		$288K Hold
1,264
– – 0.05% 152
2024
Q3 		$312K Sell
1,264
-79
-6% -$19.2K 0.06% 144
2024
Q2 		$304K Sell
1,343
-110
-8% -$25.8K 0.06% 139
2024
Q1 		$357K Hold
1,453
– – 0.07% 128
2023
Q4 		$357K Sell
1,453
-63
-4% -$13.9K 0.08% 122
2023
Q3 		$309K Hold
1,516
– – 0.08% 128
2023
Q2 		$310K Hold
1,516
– – 0.07% 129
2023
Q1 		$305K Hold
1,516
– – 0.08% 123
2022
Q4 		$314K Hold
1,516
– – 0.08% 114
2022
Q3 		$295K Sell
1,516
-2
-0.1% -$443 0.09% 114
2022
Q2 		$323K Sell
1,518
-11
-0.7% -$2.5K 0.1% 109
2022
Q1 		$417K Hold
1,529
– – 0.1% 109
2021
Q4 		$381K Sell
1,529
-54
-3% -$12.8K 0.09% 113
2021
Q3 		$310K Sell
1,583
-46
-3% -$9.93K 0.08% 129
2021
Q2 		$358K Buy
1,629
+260
+19% +$57.9K 0.09% 122
2021
Q1 		$301K Sell
1,369
-69
-5% -$14.5K 0.08% 118
2020
Q4 		$292K Buy
+1,438
New +$287K 0.08% 117

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

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

SOA Wealth Advisors reduced its Union Pacific (UNP) stake by 26% in Q2 2026, selling an estimated $651K and leaving 7,160 shares worth $353K. The position accounts for 0.06% of the portfolio, ranked #158.

SOA Wealth Advisors first reported a position in UNP in Q4 2020 and has held it in 23 quarters since. The position peaked at $417K in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • SOA Wealth Advisors held 7,160 shares of Union Pacific worth $353K as of Q2 2026.
  • SOA Wealth Advisors sold 2,481 Union Pacific shares in Q2 2026, an estimated $651K.
  • Union Pacific made up 0.06% of SOA Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • SOA Wealth Advisors first reported a position in Union Pacific in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Union Pacific position peaked at $417K in Q1 2022.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.