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Spartan Wealth Advisory Services LLC’s Union Pacific UNP Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$210K Sell
772
-131
-15% -$34.4K 0.02% 299
2026
Q1 		$219K Buy
+903
New +$221K 0.02% 291

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Spartan Wealth Advisory Services LLC's UNP Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Union Pacific (UNP) stake by 15% in Q2 2026, selling an estimated $34.4K and leaving 772 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #299.

Spartan Wealth Advisory Services LLC first reported a position in UNP in Q1 2026 and has held it in 2 quarters since. The position peaked at $219K in Q1 2026. 2,763 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 772 shares of Union Pacific worth $210K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 131 Union Pacific shares in Q2 2026, an estimated $34.4K.
  • Union Pacific made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #299 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Union Pacific in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Union Pacific position peaked at $219K in Q1 2026.
  • 2,763 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.