WAG
UNP icon

Wiser Advisor Group’s Union Pacific UNP Stock Holding History

Wiser Advisor Group’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 		$29.9K Buy
+110
New +$28.9K 0.03% 110
2024
Q3 		– Sell
-50
Closed -$11.1K – 294
2024
Q2 		$11.1K Buy
50
+2
+4% +$469 0.02% 186
2024
Q1 		$12K Sell
48
-1
-2% -$246 0.02% 174
2023
Q4 		$11.9K Buy
+49
New +$10.8K 0.02% 173

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

Wiser Advisor Group's UNP Position: Q2 2026 in Review

Wiser Advisor Group opened a new position in Union Pacific (UNP) in Q2 2026: 110 shares worth $29.9K. The stake represents 0.03% of the portfolio and ranks #110 among its holdings. This is a return to the name: Wiser Advisor Group previously reported a position in UNP as recently as Q2 2024.

Wiser Advisor Group first reported a position in UNP in Q4 2023 and has held it in 4 quarters since. 2,880 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Wiser Advisor Group held 110 shares of Union Pacific worth $29.9K as of Q2 2026.
  • Union Pacific was a new Wiser Advisor Group position in Q2 2026.
  • Union Pacific made up 0.03% of Wiser Advisor Group's portfolio in Q2 2026, its #110 holding.
  • Wiser Advisor Group first reported a position in Union Pacific in Q4 2023 and has held it in 4 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.