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Tred Avon Family Wealth’s Union Pacific UNP Stock Holding History

Tred Avon Family Wealth’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 		$820K Sell
3,014
-110
-4% -$28.9K 0.25% 116
2026
Q1 		$758K Buy
3,124
+64
+2% +$15.7K 0.25% 117
2025
Q4 		$708K Sell
3,060
-1
-0% -$228 0.23% 125
2025
Q3 		$724K Buy
+3,061
New +$690K 0.25% 119

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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's UNP Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Union Pacific (UNP) stake by 3.5% in Q2 2026, selling an estimated $28.9K and leaving 3,014 shares worth $820K. The position accounts for 0.25% of the portfolio, ranked #116.

Tred Avon Family Wealth first reported a position in UNP in Q3 2025 and has held it in 4 quarters since. 2,895 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Tred Avon Family Wealth held 3,014 shares of Union Pacific worth $820K as of Q2 2026.
  • Tred Avon Family Wealth sold 110 Union Pacific shares in Q2 2026, an estimated $28.9K.
  • Union Pacific made up 0.25% of Tred Avon Family Wealth's portfolio in Q2 2026, its #116 holding.
  • Tred Avon Family Wealth first reported a position in Union Pacific in Q3 2025 and has held it in 4 quarters since.
  • 2,895 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.