U.S. Capital Wealth Advisors’s Union Pacific UNP Stock Holding History

U.S. Capital 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	$1.29M	Buy	5,337 +349	+7%	+$85.5K	0.03%	451
2025 Q4	$1.15M	Buy	4,988 +45	+0.9%	+$10.3K	0.03%	455
2025 Q3	$1.17M	Buy	4,943 +171	+4%	+$38.5K	0.03%	443
2025 Q2	$1.1M	Sell	4,772 -79	-2%	-$17.5K	0.03%	410
2025 Q1	$1.15M	Buy	4,851 +1,356	+39%	+$326K	0.04%	399
2024 Q4	$797K	Sell	3,495 -120	-3%	-$28.4K	0.02%	463
2024 Q3	$891K	Buy	3,615 +201	+6%	+$48.7K	0.03%	368
2024 Q2	$772K	Buy	3,414 +186	+6%	+$43.6K	0.03%	378
2024 Q1	$794K	Sell	3,228 -245	-7%	-$60.3K	0.03%	383
2023 Q4	$853K	Buy	3,473 +411	+13%	+$90.4K	0.03%	356
2023 Q3	$623K	Sell	3,062 -656	-18%	-$143K	0.03%	390
2023 Q2	$761K	Sell	3,718 -432	-10%	-$85.9K	0.04%	371
2023 Q1	$835K	Sell	4,150 -26	-0.6%	-$5.27K	0.04%	334
2022 Q4	$865K	Buy	4,176 +23	+0.6%	+$4.72K	0.04%	357
2022 Q3	$809K	Sell	4,153 -4	-0.1%	-$885	0.04%	361
2022 Q2	$887K	Sell	4,157 -2,405	-37%	-$547K	0.04%	372
2022 Q1	$1.79M	Buy	6,562 +164	+3%	+$41.4K	0.07%	280
2021 Q4	$1.61M	Sell	6,398 -1,447	-18%	-$343K	0.06%	304
2021 Q3	$1.54M	Buy	+7,845	New	+$1.69M	0.07%	306

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

U.S. Capital Wealth Advisors's UNP Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Union Pacific (UNP) stake by 7% in Q1 2026, buying an estimated $85.5K and bringing the position to 5,337 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #451.

U.S. Capital Wealth Advisors first reported a position in UNP in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.79M in Q1 2022. 2,763 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

U.S. Capital Wealth Advisors held 5,337 shares of Union Pacific worth $1.29M as of Q1 2026.
U.S. Capital Wealth Advisors bought 349 Union Pacific shares in Q1 2026, an estimated $85.5K.
Union Pacific made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #451 holding.
U.S. Capital Wealth Advisors first reported a position in Union Pacific in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Union Pacific position peaked at $1.79M in Q1 2022.
2,763 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.