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Wealth Alliance Advisory Group’s Union Pacific UNP Stock Holding History

Wealth Alliance Advisory Group’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 		$238K Buy
874
+2
+0.2% +$525 0.03% 182
2026
Q1 		$212K Buy
872
+1
+0.1% +$245 0.03% 188
2025
Q4 		$201K Buy
871
+5
+0.6% +$1.14K 0.03% 191
2025
Q3 		$205K Buy
+866
New +$195K 0.04% 179
2025
Q2 		– Sell
-865
Closed -$204K – 202
2025
Q1 		$204K Sell
865
-300
-26% -$72.2K 0.04% 188
2024
Q4 		$266K Sell
1,165
-24
-2% -$5.68K 0.06% 151
2024
Q3 		$293K Sell
1,189
-287
-19% -$69.6K 0.06% 145
2024
Q2 		$334K Sell
1,476
-2,826
-66% -$662K 0.08% 139
2024
Q1 		$1.06M Buy
4,302
+452
+12% +$111K 0.25% 62
2023
Q4 		$946K Buy
3,850
+336
+10% +$73.9K 0.25% 65
2023
Q3 		$716K Buy
3,514
+34
+1% +$7.41K 0.21% 67
2023
Q2 		$712K Buy
3,480
+288
+9% +$57.3K 0.25% 66
2023
Q1 		$642K Sell
3,192
-569
-15% -$115K 0.24% 70
2022
Q4 		$779K Buy
3,761
+103
+3% +$21.1K 0.3% 57
2022
Q3 		$713K Buy
3,658
+280
+8% +$62K 0.31% 52
2022
Q2 		$720K Buy
3,378
+329
+11% +$74.9K 0.34% 51
2022
Q1 		$833K Sell
3,049
-198
-6% -$50K 0.36% 47
2021
Q4 		$818K Buy
3,247
+563
+21% +$133K 0.36% 50
2021
Q3 		$526K Buy
2,684
+97
+4% +$20.9K 0.26% 65
2021
Q2 		$569K Buy
2,587
+46
+2% +$10.2K 0.28% 64
2021
Q1 		$560K Buy
2,541
+148
+6% +$31.1K 0.29% 63
2020
Q4 		$498K Buy
2,393
+565
+31% +$113K 0.27% 62
2020
Q3 		$360K Buy
1,828
+134
+8% +$24.9K 0.21% 75
2020
Q2 		$286K Buy
+1,694
New +$271K 0.18% 83
2020
Q1 		– Sell
-1,259
Closed -$228K – 136
2019
Q4 		$228K Sell
1,259
-59
-4% -$10.1K 0.13% 119
2019
Q3 		$213K Buy
1,318
+1
+0.1% +$168 0.13% 114
2019
Q2 		$227K Buy
1,317
+54
+4% +$9.25K 0.14% 109
2019
Q1 		$221K Buy
+1,263
New +$203K 0.14% 110

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

Wealth Alliance Advisory Group's UNP Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its Union Pacific (UNP) stake by 0.23% in Q2 2026, buying an estimated $525 and bringing the position to 874 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #182.

Wealth Alliance Advisory Group first reported a position in UNP in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.06M in Q1 2024. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Wealth Alliance Advisory Group held 874 shares of Union Pacific worth $238K as of Q2 2026.
  • Wealth Alliance Advisory Group bought 2 Union Pacific shares in Q2 2026, an estimated $525.
  • Union Pacific made up 0.03% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #182 holding.
  • Wealth Alliance Advisory Group first reported a position in Union Pacific in Q1 2019 and has held it in 28 quarters since.
  • Wealth Alliance Advisory Group's Union Pacific position peaked at $1.06M in Q1 2024.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.