Valued Wealth Advisors’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$142K Sell
522
-23
-4% -$6.04K 0.05% 59
2026
Q1
$132K Buy
545
+209
+62% +$51.2K 0.05% 54
2025
Q4
$77.6K Buy
336
+40
+14% +$9.13K 0.03% 68
2025
Q3
$70K Buy
296
+11
+4% +$2.48K 0.03% 68
2025
Q2
$65.6K Sell
285
-148
-34% -$32.9K 0.03% 68
2025
Q1
$102K Buy
433
+30
+7% +$7.22K 0.06% 60
2024
Q4
$92K Buy
403
+260
+182% +$61.6K 0.06% 61
2024
Q3
$35.3K Sell
143
-26
-15% -$6.3K 0.02% 98
2024
Q2
$38.3K Sell
169
-18
-10% -$4.22K 0.03% 84
2024
Q1
$46.1K Buy
187
+75
+67% +$18.5K 0.03% 72
2023
Q4
$22.8K Buy
+112
New +$24.6K 0.02% 80

Other funds holding UNP

Valued Wealth Advisors's UNP Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Union Pacific (UNP) stake by 4.2% in Q2 2026, selling an estimated $6.04K and leaving 522 shares worth $142K. The position accounts for 0.05% of the portfolio, ranked #59.

Valued Wealth Advisors first reported a position in UNP in Q4 2023 and has held it in 11 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Valued Wealth Advisors held 522 shares of Union Pacific worth $142K as of Q2 2026.
  • Valued Wealth Advisors sold 23 Union Pacific shares in Q2 2026, an estimated $6.04K.
  • Union Pacific made up 0.05% of Valued Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Valued Wealth Advisors first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.