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Soltis Investment Advisors’s Union Pacific UNP Stock Holding History

Soltis Investment 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 		$3.47M Buy
12,742
+1,124
+10% +$295K 0.19% 114
2026
Q1 		$2.82M Buy
11,618
+8,583
+283% +$2.1M 0.18% 128
2025
Q4 		$702K Buy
3,035
+231
+8% +$52.7K 0.05% 260
2025
Q3 		$663K Buy
2,804
+67
+2% +$15.1K 0.05% 261
2025
Q2 		$630K Sell
2,737
-9,465
-78% -$2.1M 0.05% 224
2025
Q1 		$2.88M Buy
12,202
+10,070
+472% +$2.42M 0.26% 100
2024
Q4 		$486K Buy
2,132
+1,140
+115% +$270K 0.05% 242
2024
Q3 		$244K Sell
992
-375
-27% -$90.9K 0.02% 310
2024
Q2 		$309K Buy
1,367
+9
+0.7% +$2.11K 0.03% 258
2024
Q1 		$334K Buy
1,358
+23
+2% +$5.66K 0.04% 240
2023
Q4 		$328K Sell
1,335
-2,011
-60% -$442K 0.04% 232
2023
Q3 		$681K Buy
3,346
+221
+7% +$48.1K 0.09% 152
2023
Q2 		$639K Buy
3,125
+2,049
+190% +$407K 0.07% 152
2023
Q1 		$217K Buy
+1,076
New +$218K 0.03% 241
2022
Q4 		– Sell
-3,326
Closed -$648K – 263
2022
Q3 		$648K Sell
3,326
-75
-2% -$16.6K 0.1% 146
2022
Q2 		$725K Buy
3,401
+85
+3% +$19.3K 0.11% 143
2022
Q1 		$906K Sell
3,316
-179
-5% -$45.2K 0.13% 131
2021
Q4 		$881K Sell
3,495
-179
-5% -$42.4K 0.12% 133
2021
Q3 		$720K Buy
3,674
+34
+0.9% +$7.34K 0.11% 139
2021
Q2 		$801K Buy
+3,640
New +$811K 0.13% 128

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

Soltis Investment Advisors's UNP Position: Q2 2026 in Review

Soltis Investment Advisors increased its Union Pacific (UNP) stake by 9.7% in Q2 2026, buying an estimated $295K and bringing the position to 12,742 shares worth $3.47M. The position accounts for 0.19% of the portfolio, ranked #114.

Soltis Investment Advisors first reported a position in UNP in Q2 2021 and has held it in 20 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Soltis Investment Advisors held 12,742 shares of Union Pacific worth $3.47M as of Q2 2026.
  • Soltis Investment Advisors bought 1,124 Union Pacific shares in Q2 2026, an estimated $295K.
  • Union Pacific made up 0.19% of Soltis Investment Advisors's portfolio in Q2 2026, its #114 holding.
  • Soltis Investment Advisors first reported a position in Union Pacific in Q2 2021 and has held it in 20 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.