Westbourne Investment Advisors’s Union Pacific UNP Stock Holding History

Westbourne Investment 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	$775K	Hold	2,851	–	–	0.21%	69
2026 Q1	$692K	Hold	2,851	–	–	0.2%	70
2025 Q4	$659K	Hold	2,851	–	–	0.18%	70
2025 Q3	$674K	Hold	2,851	–	–	0.19%	69
2025 Q2	$656K	Hold	2,851	–	–	0.2%	70
2025 Q1	$674K	Hold	2,851	–	–	0.24%	56
2024 Q4	$650K	Hold	2,851	–	–	0.22%	57
2024 Q3	$703K	Hold	2,851	–	–	0.25%	59
2024 Q2	$645K	Hold	2,851	–	–	0.23%	60
2024 Q1	$701K	Hold	2,851	–	–	0.26%	58
2023 Q4	$700K	Hold	2,851	–	–	0.28%	56
2023 Q3	$581K	Hold	2,851	–	–	0.27%	59
2023 Q2	$583K	Hold	2,851	–	–	0.26%	60
2023 Q1	$574K	Hold	2,851	–	–	0.28%	61
2022 Q4	$590K	Sell	2,851 -47	-2%	-$9.64K	0.3%	61
2022 Q3	$565K	Hold	2,898	–	–	0.3%	61
2022 Q2	$618K	Hold	2,898	–	–	0.38%	53
2022 Q1	$792K	Hold	2,898	–	–	0.33%	53
2021 Q4	$730K	Buy	+2,898	New	+$686K	0.29%	60
2021 Q3	–	Sell	-1,023	Closed	-$225K	–	86
2021 Q2	$225K	Buy	+1,023	New	+$228K	0.1%	80

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Westbourne Investment Advisors's UNP Position: Q2 2026 in Review

Westbourne Investment Advisors held its Union Pacific (UNP) position steady in Q2 2026 at 2,851 shares worth $775K. The position accounts for 0.21% of the portfolio, ranked #69.

Westbourne Investment Advisors first reported a position in UNP in Q2 2021 and has held it in 20 quarters since. The position peaked at $792K in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Westbourne Investment Advisors held 2,851 shares of Union Pacific worth $775K as of Q2 2026.
Westbourne Investment Advisors left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.21% of Westbourne Investment Advisors's portfolio in Q2 2026, its #69 holding.
Westbourne Investment Advisors first reported a position in Union Pacific in Q2 2021 and has held it in 20 quarters since.
Westbourne Investment Advisors's Union Pacific position peaked at $792K in Q1 2022.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.