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Tulsa Wealth Advisors’s Union Pacific UNP Stock Holding History

Tulsa 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 		$3.57M Buy
13,132
+255
+2% +$67K 0.5% 41
2026
Q1 		$3.12M Sell
12,877
-3,614
-22% -$885K 0.55% 37
2025
Q4 		$3.81M Buy
+16,491
New +$3.76M 1.27% 24

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

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

Tulsa Wealth Advisors increased its Union Pacific (UNP) stake by 2% in Q2 2026, buying an estimated $67K and bringing the position to 13,132 shares worth $3.57M. The position accounts for 0.5% of the portfolio, ranked #41.

Tulsa Wealth Advisors first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.81M in Q4 2025. 2,865 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Tulsa Wealth Advisors held 13,132 shares of Union Pacific worth $3.57M as of Q2 2026.
  • Tulsa Wealth Advisors bought 255 Union Pacific shares in Q2 2026, an estimated $67K.
  • Union Pacific made up 0.5% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Tulsa Wealth Advisors first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
  • Tulsa Wealth Advisors's Union Pacific position peaked at $3.81M in Q4 2025.
  • 2,865 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.