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Visionary Wealth Advisors’s Union Pacific UNP Stock Holding History

Visionary 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 		$1.29M Buy
4,737
+43
+0.9% +$11.3K 0.05% 264
2026
Q1 		$1.14M Sell
4,694
-4
-0.1% -$979 0.05% 255
2025
Q4 		$1.09M Buy
4,698
+576
+14% +$131K 0.05% 258
2025
Q3 		$974K Sell
4,122
-90
-2% -$20.3K 0.05% 276
2025
Q2 		$969K Buy
4,212
+4
+0.1% +$888 0.05% 277
2025
Q1 		$994K Sell
4,208
-3
-0.1% -$722 0.06% 257
2024
Q4 		$960K Sell
4,211
-184
-4% -$43.6K 0.06% 261
2024
Q3 		$1.08M Sell
4,395
-95
-2% -$23K 0.07% 241
2024
Q2 		$1.02M Sell
4,490
-65
-1% -$15.2K 0.07% 239
2024
Q1 		$1.12M Buy
4,555
+8
+0.2% +$1.97K 0.08% 225
2023
Q4 		$1.12M Buy
4,547
+12
+0.3% +$2.64K 0.08% 215
2023
Q3 		$923K Sell
4,535
-15
-0.3% -$3.27K 0.07% 220
2023
Q2 		$931K Sell
4,550
-189
-4% -$37.6K 0.07% 215
2023
Q1 		$954K Buy
4,739
+683
+17% +$138K 0.08% 198
2022
Q4 		$840K Buy
4,056
+158
+4% +$32.4K 0.08% 196
2022
Q3 		$759K Sell
3,898
-439
-10% -$97.1K 0.08% 184
2022
Q2 		$925K Sell
4,337
-80
-2% -$18.2K 0.08% 179
2022
Q1 		$1.21M Buy
4,417
+12
+0.3% +$3.03K 0.1% 166
2021
Q4 		$1.11M Sell
4,405
-782
-15% -$185K 0.09% 158
2021
Q3 		$1.02M Buy
5,187
+373
+8% +$80.6K 0.1% 138
2021
Q2 		$1.06M Sell
4,814
-50
-1% -$11.1K 0.11% 141
2021
Q1 		$1.07M Buy
4,864
+293
+6% +$61.5K 0.11% 140
2020
Q4 		$952K Buy
4,571
+290
+7% +$57.9K 0.11% 139
2020
Q3 		$843K Buy
4,281
+44
+1% +$8.18K 0.12% 129
2020
Q2 		$717K Buy
4,237
+466
+12% +$74.7K 0.11% 130
2020
Q1 		$532K Buy
3,771
+102
+3% +$16.9K 0.1% 124
2019
Q4 		$663K Buy
+3,669
New +$628K 0.12% 119

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

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

Visionary Wealth Advisors increased its Union Pacific (UNP) stake by 0.92% in Q2 2026, buying an estimated $11.3K and bringing the position to 4,737 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #264.

Visionary Wealth Advisors first reported a position in UNP in Q4 2019 and has held it in 27 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Visionary Wealth Advisors held 4,737 shares of Union Pacific worth $1.29M as of Q2 2026.
  • Visionary Wealth Advisors bought 43 Union Pacific shares in Q2 2026, an estimated $11.3K.
  • Union Pacific made up 0.05% of Visionary Wealth Advisors's portfolio in Q2 2026, its #264 holding.
  • Visionary Wealth Advisors first reported a position in Union Pacific in Q4 2019 and has held it in 27 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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