WWA
UNP icon

Wingate Wealth Advisors’s Union Pacific UNP Stock Holding History

Wingate Wealth 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 		$323K Sell
1,189
-366
-24% -$96.1K 0.14% 101
2026
Q1 		$377K Sell
1,555
-5
-0.3% -$1.22K 0.2% 84
2025
Q4 		$361K Buy
1,560
+253
+19% +$57.7K 0.2% 87
2025
Q3 		$309K Buy
1,307
+161
+14% +$36.3K 0.21% 92
2025
Q2 		$264K Sell
1,146
-41
-3% -$9.1K 0.23% 87
2025
Q1 		$280K Hold
1,187
– – 0.32% 77
2024
Q4 		$271K Buy
+1,187
New +$281K 0.27% 78

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wingate Wealth Advisors's UNP Position: Q2 2026 in Review

Wingate Wealth Advisors reduced its Union Pacific (UNP) stake by 24% in Q2 2026, selling an estimated $96.1K and leaving 1,189 shares worth $323K. The position accounts for 0.14% of the portfolio, ranked #101.

Wingate Wealth Advisors first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. The position peaked at $377K in Q1 2026. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Wingate Wealth Advisors held 1,189 shares of Union Pacific worth $323K as of Q2 2026.
  • Wingate Wealth Advisors sold 366 Union Pacific shares in Q2 2026, an estimated $96.1K.
  • Union Pacific made up 0.14% of Wingate Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • Wingate Wealth Advisors first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
  • Wingate Wealth Advisors's Union Pacific position peaked at $377K in Q1 2026.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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