W Advisors LLC
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W Advisors LLC’s Union Pacific UNP Stock Holding History

W Advisors LLC’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
Q3 		$235K Hold
862
– – 0.1% 144
2026
Q2 		$234K Buy
+862
New +$226K 0.11% 140
2022
Q2 		– Sell
-800
Closed -$219K – 118
2022
Q1 		$219K Hold
800
– – 0.17% 100
2021
Q4 		$202K Buy
+800
New +$189K 0.15% 103

Other funds holding UNP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

W Advisors LLC's UNP Position: Q3 2026 in Review

W Advisors LLC held its Union Pacific (UNP) position steady in Q3 2026 at 862 shares worth $235K. The position accounts for 0.1% of the portfolio, ranked #144.

W Advisors LLC first reported a position in UNP in Q4 2021 and has held it in 4 quarters since. 1,839 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • W Advisors LLC held 862 shares of Union Pacific worth $235K as of Q3 2026.
  • W Advisors LLC left its Union Pacific share count unchanged in Q3 2026.
  • Union Pacific made up 0.1% of W Advisors LLC's portfolio in Q3 2026, its #144 holding.
  • W Advisors LLC first reported a position in Union Pacific in Q4 2021 and has held it in 4 quarters since.
  • 1,839 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.