Wealth Enhancement Advisory Services’s Union Pacific UNP Stock Holding History

Wealth Enhancement Advisory Services’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	$33.6M	Buy	185,600 +4,402	+2%	+$1.16M	0.06%	294
2026 Q1	$27.9M	Buy	181,198 +24,731	+16%	+$6.06M	0.06%	301
2025 Q4	$36.7M	Sell	156,467 -5,257	-3%	-$1.2M	0.05%	321
2025 Q3	$37.5M	Buy	161,724 +3,351	+2%	+$755K	0.06%	293
2025 Q2	$37.4M	Sell	158,373 -3,941	-2%	-$875K	0.06%	277
2025 Q1	$38.3M	Buy	162,314 +18,453	+13%	+$4.44M	0.07%	252
2024 Q4	$32.8M	Sell	143,861 -31,125	-18%	-$7.37M	0.06%	277
2024 Q3	$43.1M	Buy	174,986 +50,147	+40%	+$12.2M	0.09%	214
2024 Q2	$28.2M	Buy	124,839 +9,455	+8%	+$2.22M	0.07%	273
2024 Q1	$28.4M	Buy	115,384 +2,929	+3%	+$721K	0.07%	252
2023 Q4	$27.6M	Buy	112,455 +5,387	+5%	+$1.18M	0.08%	234
2023 Q3	$21.8M	Buy	107,068 +102,061	+2,038%	+$22.2M	0.07%	265
2023 Q2	$1.02M	Sell	5,007 -37,603	-88%	-$7.48M	0.01%	261
2023 Q1	$8.58M	Buy	+42,610	New	+$8.64M	0.1%	99
2020 Q4	–	Sell	-12,177	Closed	-$2.51M	–	247
2020 Q3	$2.51M	Buy	12,177 +3,565	+41%	+$663K	0.07%	99
2020 Q2	$1.54M	Sell	8,612 -1,502	-15%	-$241K	0.04%	140
2020 Q1	$1.63M	Buy	+10,114	New	+$1.67M	0.06%	121
2019 Q4	–	Sell	-11,560	Closed	-$1.87M	–	241
2019 Q3	$1.87M	Buy	+11,560	New	+$1.94M	0.08%	109
2018 Q3	–	Sell	-6,749	Closed	-$979K	–	198
2018 Q2	$979K	Buy	+6,749	New	+$941K	0.06%	123

Other funds holding UNP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wealth Enhancement Advisory Services's UNP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Union Pacific (UNP) stake by 2.4% in Q2 2026, buying an estimated $1.16M and bringing the position to 185,600 shares worth $33.6M. The position accounts for 0.06% of the portfolio, ranked #294.

Wealth Enhancement Advisory Services first reported a position in UNP in Q2 2018 and has held it in 19 quarters since. The position peaked at $43.1M in Q3 2024. 819 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Wealth Enhancement Advisory Services held 185,600 shares of Union Pacific worth $33.6M as of Q2 2026.
Wealth Enhancement Advisory Services bought 4,402 Union Pacific shares in Q2 2026, an estimated $1.16M.
Union Pacific made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #294 holding.
Wealth Enhancement Advisory Services first reported a position in Union Pacific in Q2 2018 and has held it in 19 quarters since.
Wealth Enhancement Advisory Services's Union Pacific position peaked at $43.1M in Q3 2024.
819 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.