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United Advisor Group’s Union Pacific UNP Stock Holding History

United Advisor Group’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 		$237K Buy
+870
New +$228K 0.03% 483
2025
Q4 		– Sell
-906
Closed -$214K – 509
2025
Q3 		$214K Buy
+906
New +$204K 0.03% 432

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

United Advisor Group's UNP Position: Q2 2026 in Review

United Advisor Group opened a new position in Union Pacific (UNP) in Q2 2026: 870 shares worth $237K. The stake represents 0.03% of the portfolio and ranks #483 among its holdings. This is a return to the name: United Advisor Group previously reported a position in UNP as recently as Q3 2025.

United Advisor Group first reported a position in UNP in Q3 2025 and has held it in 2 quarters since. 2,884 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • United Advisor Group held 870 shares of Union Pacific worth $237K as of Q2 2026.
  • Union Pacific was a new United Advisor Group position in Q2 2026.
  • Union Pacific made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #483 holding.
  • United Advisor Group first reported a position in Union Pacific in Q3 2025 and has held it in 2 quarters since.
  • 2,884 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.