Position in UNP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,314,848
+$2,950,796 QoQ
Shares Held
129,834
-2.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
2.96%
of 13F equity value
Holder Rank
#288
of 2,880 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Heritage Wealth Advisors holds $40,140,761 across 6 Railroads names. UNP ranks #1 (88.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
129,834 | $35,314,848 | |
| 2 | CSX |
Csx Corp
|
74,010 | $3,517,695 | |
| 3 | NSC |
Norfolk Southern Corp
|
2,954 | $929,298 | |
| 4 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
2,839 | $245,999 | |
| 5 | CNI |
Canadian National Railway Co
|
1,065 | $126,990 | |
| 6 | WAB |
Westinghouse Air Brake Technologies Corp
|
22 | $5,931 |
All Filings in UNP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,314,848 | 129,834 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,364,052 | 133,394 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $37,659,821 | 162,804 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $37,818,963 | 159,999 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $35,605,110 | 154,751 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $36,329,459 | 153,782 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $34,168,601 | 149,836 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $36,610,660 | 148,534 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $32,903,407 | 145,423 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $33,860,134 | 137,682 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $32,840,130 | 133,703 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $27,640,939 | 135,741 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $27,582,571 | 134,799 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $26,177,485 | 130,068 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $25,689,104 | 124,060 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $23,401,778 | 120,120 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $26,923,187 | 126,234 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $26,409,571 | 96,664 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $23,121,127 | 91,776 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $16,669,474 | 85,044 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $17,980,817 | 81,757 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $16,072,738 | 72,922 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $14,250,368 | 68,439 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $11,586,980 | 58,856 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $9,466,905 | 55,994 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $4,026,550 | 28,549 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||