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UP Strategic Wealth Investment Advisors’s Union Pacific UNP Stock Holding History

UP Strategic Wealth Investment 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 		$240K Hold
906
– – 0.15% 85
2025
Q4 		$229K Sell
906
-371
-29% -$84.7K 0.17% 80
2025
Q3 		$288K Buy
1,277
+22
+2% +$4.96K 0.22% 64
2025
Q2 		$289K Sell
1,255
-186
-13% -$41.3K 0.23% 65
2025
Q1 		$340K Buy
1,441
+127
+10% +$30.6K 0.3% 54
2024
Q4 		$300K Buy
1,314
+285
+28% +$67.5K 0.3% 56
2024
Q3 		$254K Buy
1,029
+118
+13% +$28.6K 0.28% 65
2024
Q2 		$206K Hold
911
– – 0.31% 58
2024
Q1 		$224K Hold
911
– – 0.37% 55
2023
Q4 		$224K Buy
+911
New +$200K 0.41% 49

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UP Strategic Wealth Investment Advisors's UNP Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its Union Pacific (UNP) position steady in Q1 2026 at 906 shares worth $240K. The position accounts for 0.15% of the portfolio, ranked #85.

UP Strategic Wealth Investment Advisors first reported a position in UNP in Q4 2023 and has held it in 10 quarters since. The position peaked at $340K in Q1 2025. 2,763 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 906 shares of Union Pacific worth $240K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors left its Union Pacific share count unchanged in Q1 2026.
  • Union Pacific made up 0.15% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #85 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Union Pacific in Q4 2023 and has held it in 10 quarters since.
  • UP Strategic Wealth Investment Advisors's Union Pacific position peaked at $340K in Q1 2025.
  • 2,763 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.