Wealthcare Advisory Partners’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.18M | Sell |
4,341
-1,364
| -24% | -$358K | 0.02% | 476 |
|
|
2026
Q1 | $1.38M | Buy |
5,705
+145
| +3% | +$35.5K | 0.03% | 443 |
|
|
2025
Q4 | $1.29M | Buy |
5,560
+819
| +17% | +$187K | 0.03% | 450 |
|
|
2025
Q3 | $1.12M | Sell |
4,741
-266
| -5% | -$60K | 0.02% | 472 |
|
|
2025
Q2 | $1.15M | Buy |
5,007
+1,452
| +41% | +$322K | 0.03% | 448 |
|
|
2025
Q1 | $840K | Sell |
3,555
-123
| -3% | -$29.6K | 0.02% | 477 |
|
|
2024
Q4 | $839K | Buy |
3,678
+659
| +22% | +$156K | 0.02% | 461 |
|
|
2024
Q3 | $744K | Sell |
3,019
-336
| -10% | -$81.5K | 0.02% | 480 |
|
|
2024
Q2 | $759K | Sell |
3,355
-11
| -0.3% | -$2.58K | 0.02% | 451 |
|
|
2024
Q1 | $828K | Buy |
3,366
+1,197
| +55% | +$295K | 0.03% | 423 |
|
|
2023
Q4 | $533K | Buy |
2,169
+64
| +3% | +$14.1K | 0.02% | 476 |
|
|
2023
Q3 | $429K | Sell |
2,105
-196
| -9% | -$42.7K | 0.02% | 471 |
|
|
2023
Q2 | $471K | Sell |
2,301
-139
| -6% | -$27.6K | 0.02% | 460 |
|
|
2023
Q1 | $491K | Buy |
2,440
+24
| +1% | +$4.86K | 0.02% | 462 |
|
|
2022
Q4 | $500K | Buy |
2,416
+277
| +13% | +$56.8K | 0.02% | 427 |
|
|
2022
Q3 | $417K | Buy |
2,139
+274
| +15% | +$60.6K | 0.02% | 408 |
|
|
2022
Q2 | $398K | Sell |
1,865
-13
| -0.7% | -$2.96K | 0.02% | 375 |
|
|
2022
Q1 | $513K | Sell |
1,878
-275
| -13% | -$69.4K | 0.03% | 306 |
|
|
2021
Q4 | $542K | Buy |
2,153
+438
| +26% | +$104K | 0.03% | 306 |
|
|
2021
Q3 | $336K | Buy |
1,715
+358
| +26% | +$77.3K | 0.02% | 390 |
|
|
2021
Q2 | $299K | Buy |
1,357
+59
| +5% | +$13.1K | 0.02% | 428 |
|
|
2021
Q1 | $286K | Buy |
1,298
+164
| +14% | +$34.4K | 0.02% | 405 |
|
|
2020
Q4 | $236K | Sell |
1,134
-127
| -10% | -$25.4K | 0.02% | 367 |
|
|
2020
Q3 | $248K | Buy |
+1,261
| New | +$234K | 0.03% | 297 |
|
|
2020
Q2 | – | Sell |
-1,206
| Closed | -$170K | – | 1288 |
|
|
2020
Q1 | $170K | Sell |
1,206
-5
| -0.4% | -$827 | 0.02% | 287 |
|
|
2019
Q4 | $219K | Sell |
1,211
-156
| -11% | -$26.7K | 0.03% | 282 |
|
|
2019
Q3 | $221K | Sell |
1,367
-25
| -2% | -$4.2K | 0.03% | 258 |
|
|
2019
Q2 | $235K | Buy |
1,392
+163
| +13% | +$27.9K | 0.04% | 248 |
|
|
2019
Q1 | $205K | Buy |
1,229
+102
| +9% | +$16.4K | 0.04% | 237 |
|
|
2018
Q4 | $156K | Buy |
1,127
+2
| +0.2% | +$296 | 0.03% | 246 |
|
|
2018
Q3 | $183K | Buy |
1,125
+417
| +59% | +$62.8K | 0.03% | 235 |
|
|
2018
Q2 | $100K | Buy |
708
+294
| +71% | +$41K | 0.02% | 328 |
|
|
2018
Q1 | $56K | Sell |
414
-4
| -1% | -$538 | 0.01% | 380 |
|
|
2017
Q4 | $56K | Buy |
418
+295
| +240% | +$35.6K | 0.01% | 353 |
|
|
2017
Q3 | $14K | Buy |
+123
| New | +$13.2K | ﹤0.01% | 489 |
|
Other funds holding UNP
COPPSERS
DC
PL
SI
MIHAS
FWIA
RRAM
Wealthcare Advisory Partners's UNP Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its Union Pacific (UNP) stake by 24% in Q2 2026, selling an estimated $358K and leaving 4,341 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #476.
Wealthcare Advisory Partners first reported a position in UNP in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.38M in Q1 2026. 819 funds tracked by Wall St. Rank hold UNP as of Q2 2026.
- Wealthcare Advisory Partners held 4,341 shares of Union Pacific worth $1.18M as of Q2 2026.
- Wealthcare Advisory Partners sold 1,364 Union Pacific shares in Q2 2026, an estimated $358K.
- Union Pacific made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #476 holding.
- Wealthcare Advisory Partners first reported a position in Union Pacific in Q3 2017 and has held it in 35 quarters since.
- Wealthcare Advisory Partners's Union Pacific position peaked at $1.38M in Q1 2026.
- 819 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.