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 Q2	–	Sell	-410	Closed	-$99.5K	–	2087
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Twin Peaks Wealth Advisors's UNP Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Union Pacific (UNP) in Q2 2026, closing a stake of 410 shares — an estimated $99.5K sold.

Twin Peaks Wealth Advisors first reported a position in UNP in Q2 2025 and held it in 2 quarters. The position peaked at $99.5K in Q1 2026. 2,891 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Union Pacific position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 410 Union Pacific shares in Q2 2026, an estimated $99.5K.
Twin Peaks Wealth Advisors first reported a position in Union Pacific in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Union Pacific position peaked at $99.5K in Q1 2026.
2,891 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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