WAOI
UNP icon

Wealth Advisors of Iowa’s Union Pacific UNP Stock Holding History

Wealth Advisors of Iowa’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 		$218K Buy
+800
New +$210K 0.06% 84
2022
Q3 		– Sell
-800
Closed -$219K – 69
2022
Q2 		$219K Hold
800
– – 0.04% 65
2022
Q1 		$219K Hold
800
– – 0.11% 56
2021
Q4 		$202K Buy
+800
New +$189K 0.11% 57

Other funds holding UNP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wealth Advisors of Iowa's UNP Position: Q2 2026 in Review

Wealth Advisors of Iowa opened a new position in Union Pacific (UNP) in Q2 2026: 800 shares worth $218K. The stake represents 0.06% of the portfolio and ranks #84 among its holdings. This is a return to the name: Wealth Advisors of Iowa previously reported a position in UNP as recently as Q2 2022.

Wealth Advisors of Iowa first reported a position in UNP in Q4 2021 and has held it in 4 quarters since. The position peaked at $219K in Q2 2022. 1,260 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Wealth Advisors of Iowa held 800 shares of Union Pacific worth $218K as of Q2 2026.
  • Union Pacific was a new Wealth Advisors of Iowa position in Q2 2026.
  • Union Pacific made up 0.06% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #84 holding.
  • Wealth Advisors of Iowa first reported a position in Union Pacific in Q4 2021 and has held it in 4 quarters since.
  • Wealth Advisors of Iowa's Union Pacific position peaked at $219K in Q2 2022.
  • 1,260 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.