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Wellspring Financial Advisors’s Union Pacific UNP Stock Holding History

Wellspring Financial Advisors’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 		$519K Sell
1,908
-3
-0.2% -$788 0.03% 163
2026
Q1 		$464K Buy
1,911
+611
+47% +$150K 0.03% 163
2025
Q4 		$301K Buy
+1,300
New +$297K 0.02% 200

Other funds holding UNP

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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wellspring Financial Advisors's UNP Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Union Pacific (UNP) stake by 0.16% in Q2 2026, selling an estimated $788 and leaving 1,908 shares worth $519K. The position accounts for 0.03% of the portfolio, ranked #163.

Wellspring Financial Advisors first reported a position in UNP in Q4 2025 and has held it in 3 quarters since. 917 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Wellspring Financial Advisors held 1,908 shares of Union Pacific worth $519K as of Q2 2026.
  • Wellspring Financial Advisors sold 3 Union Pacific shares in Q2 2026, an estimated $788.
  • Union Pacific made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #163 holding.
  • Wellspring Financial Advisors first reported a position in Union Pacific in Q4 2025 and has held it in 3 quarters since.
  • 917 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.