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Sound View Wealth Advisors Group’s Union Pacific UNP Stock Holding History

Sound View Wealth Advisors Group’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 		$1.02M Sell
3,757
-26
-0.7% -$6.83K 0.06% 190
2026
Q1 		$918K Sell
3,783
-164
-4% -$40.2K 0.06% 201
2025
Q4 		$913K Sell
3,947
-51
-1% -$11.6K 0.06% 203
2025
Q3 		$945K Buy
3,998
+119
+3% +$26.8K 0.07% 196
2025
Q2 		$893K Sell
3,879
-313
-7% -$69.5K 0.07% 198
2025
Q1 		$990K Buy
4,192
+215
+5% +$51.8K 0.08% 176
2024
Q4 		$907K Sell
3,977
-72
-2% -$17K 0.07% 191
2024
Q3 		$998K Sell
4,049
-44
-1% -$10.7K 0.08% 177
2024
Q2 		$926K Sell
4,093
-145
-3% -$34K 0.1% 165
2024
Q1 		$1.04M Sell
4,238
-337
-7% -$82.9K 0.11% 161
2023
Q4 		$1.12M Buy
4,575
+178
+4% +$39.1K 0.12% 148
2023
Q3 		$895K Buy
4,397
+200
+5% +$43.6K 0.11% 155
2023
Q2 		$859K Sell
4,197
-130
-3% -$25.8K 0.11% 166
2023
Q1 		$871K Sell
4,327
-248
-5% -$50.3K 0.12% 164
2022
Q4 		$1.12M Buy
4,575
+1,759
+62% +$361K 0.12% 148
2022
Q3 		$549K Sell
2,816
-38
-1% -$8.41K 0.12% 150
2022
Q2 		$609K Buy
2,854
+805
+39% +$183K 0.13% 149
2022
Q1 		$560K Sell
2,049
-106
-5% -$26.8K 0.11% 165
2021
Q4 		$543K Buy
2,155
+14
+0.7% +$3.32K 0.1% 172
2021
Q3 		$420K Sell
2,141
-73
-3% -$15.8K 0.09% 188
2021
Q2 		$487K Sell
2,214
-32
-1% -$7.13K 0.1% 177
2021
Q1 		$495K Buy
2,246
+181
+9% +$38K 0.12% 160
2020
Q4 		$430K Hold
2,065
– – 0.11% 166
2020
Q3 		$406K Sell
2,065
-102
-5% -$19K 0.11% 166
2020
Q2 		$366K Buy
2,167
+35
+2% +$5.61K 0.1% 167
2020
Q1 		$301K Sell
2,132
-214
-9% -$35.4K 0.1% 160
2019
Q4 		$424K Sell
2,346
-74
-3% -$12.7K 0.12% 151
2019
Q3 		$392K Sell
2,420
-133
-5% -$22.4K 0.12% 160
2019
Q2 		$432K Buy
+2,553
New +$437K 0.13% 155

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

Sound View Wealth Advisors Group's UNP Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Union Pacific (UNP) stake by 0.69% in Q2 2026, selling an estimated $6.83K and leaving 3,757 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #190.

Sound View Wealth Advisors Group first reported a position in UNP in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.12M in Q4 2023. 2,878 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Sound View Wealth Advisors Group held 3,757 shares of Union Pacific worth $1.02M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 26 Union Pacific shares in Q2 2026, an estimated $6.83K.
  • Union Pacific made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #190 holding.
  • Sound View Wealth Advisors Group first reported a position in Union Pacific in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Union Pacific position peaked at $1.12M in Q4 2023.
  • 2,878 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.