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Strategic Wealth Advisors’s Union Pacific UNP Stock Holding History

Strategic 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 		$72K Hold
313
– – 0.06% 84
2026
Q1 		$75K Hold
313
– – 0.06% 82
2025
Q4 		$72K Buy
+313
New +$71.4K 0.06% 84

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

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

Strategic Wealth Advisors held its Union Pacific (UNP) position steady in Q2 2026 at 313 shares worth $72K. The position accounts for 0.06% of the portfolio, ranked #84.

Strategic Wealth Advisors first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. The position peaked at $75K in Q1 2026. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Strategic Wealth Advisors held 313 shares of Union Pacific worth $72K as of Q2 2026.
  • Strategic Wealth Advisors left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.06% of Strategic Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Strategic Wealth Advisors first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Advisors's Union Pacific position peaked at $75K in Q1 2026.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.