West Financial Advisors’s Union Pacific UNP Stock Holding History

West 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	$181K	Hold	667	–	–	0.03%	70
2026 Q1	$162K	Hold	667	–	–	0.03%	68
2025 Q4	$154K	Hold	667	–	–	0.03%	65
2025 Q3	$158K	Hold	667	–	–	0.03%	67
2025 Q2	$153K	Sell	667 -47	-7%	-$10.4K	0.03%	67
2025 Q1	$169K	Buy	714 +667	+1,419%	+$161K	0.03%	64
2024 Q4	$10.7K	Hold	47	–	–	﹤0.01%	151
2024 Q3	$11.6K	Buy	+47	New	+$11.4K	﹤0.01%	149

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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

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

West Financial Advisors held its Union Pacific (UNP) position steady in Q2 2026 at 667 shares worth $181K. The position accounts for 0.03% of the portfolio, ranked #70.

West Financial Advisors first reported a position in UNP in Q3 2024 and has held it in 8 quarters since. 914 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

West Financial Advisors held 667 shares of Union Pacific worth $181K as of Q2 2026.
West Financial Advisors left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.03% of West Financial Advisors's portfolio in Q2 2026, its #70 holding.
West Financial Advisors first reported a position in Union Pacific in Q3 2024 and has held it in 8 quarters since.
914 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.