Westfuller Advisors’s Union Pacific UNP Stock Holding History

Westfuller 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	$1.5M	Buy	5,514 +468	+9%	+$123K	0.55%	50
2026 Q1	$1.22M	Sell	5,046 -755	-13%	-$185K	0.53%	50
2025 Q4	$1.34M	Sell	5,801 -13	-0.2%	-$2.97K	0.54%	44
2025 Q3	$1.37M	Buy	5,814 +2,280	+65%	+$514K	0.62%	42
2025 Q2	$813K	Buy	+3,534	New	+$785K	0.46%	48

Other funds holding UNP

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Westfuller Advisors's UNP Position: Q2 2026 in Review

Westfuller Advisors increased its Union Pacific (UNP) stake by 9.3% in Q2 2026, buying an estimated $123K and bringing the position to 5,514 shares worth $1.5M. The position accounts for 0.55% of the portfolio, ranked #50.

Westfuller Advisors first reported a position in UNP in Q2 2025 and has held it in 5 quarters since. 1,285 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Westfuller Advisors held 5,514 shares of Union Pacific worth $1.5M as of Q2 2026.
Westfuller Advisors bought 468 Union Pacific shares in Q2 2026, an estimated $123K.
Union Pacific made up 0.55% of Westfuller Advisors's portfolio in Q2 2026, its #50 holding.
Westfuller Advisors first reported a position in Union Pacific in Q2 2025 and has held it in 5 quarters since.
1,285 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.