TCI Wealth Advisors’s Union Pacific UNP Stock Holding History

TCI 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	$1.1M	Buy	4,032 +278	+7%	+$73K	0.05%	105
2026 Q1	$911K	Sell	3,754 -1,613	-30%	-$395K	0.05%	104
2025 Q4	$1.24M	Sell	5,367 -3	-0.1%	-$685	0.07%	87
2025 Q3	$1.27M	Sell	5,370 -18	-0.3%	-$4.06K	0.08%	92
2025 Q2	$1.24M	Buy	5,388 +9	+0.2%	+$2K	0.09%	86
2025 Q1	$1.27M	Sell	5,379 -495	-8%	-$119K	0.1%	71
2024 Q4	$1.34M	Sell	5,874 -6	-0.1%	-$1.42K	0.11%	70
2024 Q3	$1.45M	Buy	5,880 +5	+0.1%	+$1.21K	0.12%	66
2024 Q2	$1.33M	Hold	5,875	–	–	0.13%	61
2024 Q1	$1.44M	Buy	5,875 +15	+0.3%	+$3.69K	0.14%	60
2023 Q4	$1.44M	Sell	5,860 -115	-2%	-$25.3K	0.15%	56
2023 Q3	$1.22M	Buy	5,975 +115	+2%	+$25K	0.16%	57
2023 Q2	$1.2M	Buy	5,860 +37	+0.6%	+$7.36K	0.15%	64
2023 Q1	$1.17M	Sell	5,823 -84	-1%	-$17K	0.15%	60
2022 Q4	$1.22M	Sell	5,907 -87	-1%	-$17.8K	0.17%	55
2022 Q3	$1.17M	Buy	5,994 +4	+0.1%	+$885	0.19%	52
2022 Q2	$1.28M	Sell	5,990 -148	-2%	-$33.7K	0.2%	52
2022 Q1	$1.68M	Buy	6,138 +33	+0.5%	+$8.33K	0.25%	45
2021 Q4	$1.54M	Buy	6,105 +53	+0.9%	+$12.6K	0.23%	46
2021 Q3	$1.19M	Buy	6,052 +76	+1%	+$16.4K	0.18%	55
2021 Q2	$1.31M	Buy	5,976 +38	+0.6%	+$8.46K	0.22%	51
2021 Q1	$1.31M	Buy	5,938 +110	+2%	+$23.1K	0.56%	43
2020 Q4	$1.21M	Buy	5,828 +30	+0.5%	+$5.99K	0.54%	43
2020 Q3	$1.14M	Buy	5,798 +1	+0%	+$186	0.45%	52
2020 Q2	$980K	Sell	5,797 -655	-10%	-$105K	0.42%	56
2020 Q1	$910K	Sell	6,452 -445	-6%	-$73.6K	0.45%	49
2019 Q4	$1.25M	Buy	6,897 +41	+0.6%	+$7.02K	0.48%	49
2019 Q3	$1.11M	Sell	6,856 -102	-1%	-$17.2K	0.49%	49
2019 Q2	$1.18M	Sell	6,958 -5,039	-42%	-$863K	0.53%	46
2019 Q1	$2.01M	Sell	11,997 -210	-2%	-$33.8K	0.88%	26
2018 Q4	$1.69M	Sell	12,207 -610	-5%	-$90.4K	0.82%	32
2018 Q3	$2.09M	Buy	12,817 +219	+2%	+$33K	0.87%	27
2018 Q2	$1.78M	Buy	12,598 +281	+2%	+$39.2K	0.79%	35
2018 Q1	$1.66M	Buy	12,317 +5,833	+90%	+$785K	0.77%	34
2017 Q4	$869K	Buy	6,484 +26	+0.4%	+$3.14K	0.38%	66
2017 Q3	$749K	Sell	6,458 -8	-0.1%	-$858	0.37%	63
2017 Q2	$704K	Buy	6,466 +1	+0%	+$109	0.36%	61
2017 Q1	$685K	Sell	6,465 -4	-0.1%	-$427	0.36%	61
2016 Q4	$671K	Buy	6,469 +1	+0%	+$98	0.35%	64
2016 Q3	$631K	Buy	6,468 +1	+0%	+$94	0.34%	66
2016 Q2	$564K	Sell	6,467 -450	-7%	-$38.1K	0.31%	68
2016 Q1	$550K	Sell	6,917 -375	-5%	-$29K	0.3%	69
2015 Q4	$570K	Buy	7,292 +1,188	+19%	+$102K	0.32%	68
2015 Q3	$540K	Buy	6,104 +1,665	+38%	+$152K	0.33%	67
2015 Q2	$423K	Buy	4,439 +110	+3%	+$11.5K	0.24%	75
2015 Q1	$469K	Sell	4,329 -963	-18%	-$113K	0.29%	69
2014 Q4	$630K	Buy	5,292 +1	+0%	+$115	0.39%	60
2014 Q3	$574K	Buy	5,291 +2,665	+101%	+$276K	0.36%	62
2014 Q2	$262K	Sell	2,626 -190	-7%	-$18.4K	0.16%	102
2014 Q1	$264K	Hold	2,816	–	–	0.17%	102
2013 Q4	$237K	Hold	2,816	–	–	0.15%	104
2013 Q3	$219K	Hold	2,816	–	–	0.17%	96
2013 Q2	$217K	Buy	+2,816	New	+$212K	0.16%	94

Other funds holding UNP

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

TCI Wealth Advisors increased its Union Pacific (UNP) stake by 7.4% in Q2 2026, buying an estimated $73K and bringing the position to 4,032 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #105.

TCI Wealth Advisors first reported a position in UNP in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.09M in Q3 2018. 1,352 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

TCI Wealth Advisors held 4,032 shares of Union Pacific worth $1.1M as of Q2 2026.
TCI Wealth Advisors bought 278 Union Pacific shares in Q2 2026, an estimated $73K.
Union Pacific made up 0.05% of TCI Wealth Advisors's portfolio in Q2 2026, its #105 holding.
TCI Wealth Advisors first reported a position in Union Pacific in Q2 2013 and has held it in 53 quarters since.
TCI Wealth Advisors's Union Pacific position peaked at $2.09M in Q3 2018.
1,352 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.