Twin Peaks Wealth Advisors’s Union Pacific UNP Stock Holding History

Twin Peaks 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	$99.5K	Buy	+410	New	+$100K	0.03%	292
2025 Q3	–	Sell	-256	Closed	-$56K	–	2013
2025 Q2	$56K	Buy	+256	New	+$56.8K	0.02%	329

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Twin Peaks Wealth Advisors's UNP Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Union Pacific (UNP) in Q1 2026: 410 shares worth $99.5K. The stake represents 0.03% of the portfolio and ranks #292 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in UNP as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in UNP in Q2 2025 and has held it in 2 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Twin Peaks Wealth Advisors held 410 shares of Union Pacific worth $99.5K as of Q1 2026.
Union Pacific was a new Twin Peaks Wealth Advisors position in Q1 2026.
Union Pacific made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #292 holding.
Twin Peaks Wealth Advisors first reported a position in Union Pacific in Q2 2025 and has held it in 2 quarters since.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.