Position in UNP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,539,856
+$322,582 QoQ
Shares Held
97,573
-9.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#333
of 2,880 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $39,873,040 across 7 Railroads names. UNP ranks #1 (66.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
97,573 | $26,539,856 | |
| 2 | NSC |
Norfolk Southern Corp
|
19,581 | $6,159,986 | |
| 3 | CSX |
Csx Corp
|
91,594 | $4,353,462 | |
| 4 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
10,795 | $935,386 | |
| 5 | WAB |
Westinghouse Air Brake Technologies Corp
|
3,451 | $930,389 | |
| 6 | CNI |
Canadian National Railway Co
|
5,794 | $690,876 | |
| 7 | GBX |
Greenbrier Companies Inc
|
5,368 | $263,085 |
All Filings in UNP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,539,856 | 97,573 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,217,274 | 108,059 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,967,535 | 94,966 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,498,389 | 69,799 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,139,651 | 70,148 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,842,494 | 71,294 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,782,182 | 25,356 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,360,940 | 21,750 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,164,836 | 22,827 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,220,355 | 21,227 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,687,654 | 6,871 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,364,727 | 6,702 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,343,534 | 6,566 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $478,395 | 2,377 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $608,785 | 2,940 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $452,177 | 2,321 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $374,732 | 1,757 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $380,307 | 1,392 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $404,850 | 1,607 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $206,398 | 1,053 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $218,170 | 992 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $218,646 | 992 | Shares | Sole | 2021-05-24 | |
| No filing history on record for this holder in this stock. | ||||||