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Stratos Wealth Advisors’s Union Pacific UNP Stock Holding History

Stratos 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
Q1 		$291K Buy
1,199
+124
+12% +$30.4K 0.02% 483
2025
Q4 		$249K Sell
1,075
-274
-20% -$62.5K 0.01% 574
2025
Q3 		$319K Sell
1,349
-289
-18% -$65.1K 0.02% 538
2025
Q2 		$377K Sell
1,638
-125
-7% -$27.8K 0.02% 499
2025
Q1 		$417K Sell
1,763
-12
-0.7% -$2.89K 0.02% 481
2024
Q4 		$405K Buy
1,775
+263
+17% +$62.3K 0.02% 523
2024
Q3 		$373K Sell
1,512
-21
-1% -$5.09K 0.02% 566
2024
Q2 		$347K Buy
1,533
+351
+30% +$82.3K 0.02% 551
2024
Q1 		$291K Sell
1,182
-29
-2% -$7.14K 0.02% 557
2023
Q4 		$298K Sell
1,211
-327
-21% -$71.9K 0.02% 555
2023
Q3 		$313K Buy
1,538
+145
+10% +$31.6K 0.02% 519
2023
Q2 		$285K Buy
1,393
+254
+22% +$50.5K 0.02% 517
2023
Q1 		$229K Sell
1,139
-6
-0.5% -$1.22K 0.02% 554
2022
Q4 		$237K Sell
1,145
-120
-9% -$24.6K 0.02% 514
2022
Q3 		$247K Sell
1,265
-538
-30% -$119K 0.03% 442
2022
Q2 		$385K Sell
1,803
-13
-0.7% -$2.96K 0.03% 404
2022
Q1 		$496K Sell
1,816
-1,618
-47% -$409K 0.04% 377
2021
Q4 		$865K Buy
3,434
+147
+4% +$34.8K 0.06% 307
2021
Q3 		$644K Sell
3,287
-2,505
-43% -$541K 0.06% 311
2021
Q2 		$1.27M Buy
5,792
+967
+20% +$215K 0.11% 208
2021
Q1 		$1.06M Buy
4,825
+1,168
+32% +$245K 0.11% 203
2020
Q4 		$762K Buy
3,657
+2,573
+237% +$514K 0.11% 193
2020
Q3 		$214K Buy
+1,084
New +$201K 0.05% 290
2020
Q1 		– Sell
-1,185
Closed -$214K – 303
2019
Q4 		$214K Sell
1,185
-501
-30% -$85.8K 0.12% 152
2019
Q3 		$273K Sell
1,686
-66
-4% -$11.1K 0.1% 196
2019
Q2 		$296K Buy
1,752
+552
+46% +$94.6K 0.12% 179
2019
Q1 		$201K Buy
+1,200
New +$193K 0.11% 208

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Stratos Wealth Advisors's UNP Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Union Pacific (UNP) stake by 12% in Q1 2026, buying an estimated $30.4K and bringing the position to 1,199 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #483.

Stratos Wealth Advisors first reported a position in UNP in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.27M in Q2 2021. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Stratos Wealth Advisors held 1,199 shares of Union Pacific worth $291K as of Q1 2026.
  • Stratos Wealth Advisors bought 124 Union Pacific shares in Q1 2026, an estimated $30.4K.
  • Union Pacific made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #483 holding.
  • Stratos Wealth Advisors first reported a position in Union Pacific in Q1 2019 and has held it in 27 quarters since.
  • Stratos Wealth Advisors's Union Pacific position peaked at $1.27M in Q2 2021.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.