Position in UNP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,450,848
-$181,732 QoQ
Shares Held
5,334
-20.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,340
of 2,880 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,968,278 across 9 Railroads names. UNP ranks #1 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
5,334 | $1,450,848 | |
| 2 | CSX |
Csx Corp
|
10,795 | $513,081 | |
| 3 | WAB |
Westinghouse Air Brake Technologies Corp
|
1,338 | $360,719 | |
| 4 | NSC |
Norfolk Southern Corp
|
980 | $308,294 | |
| 5 | CNI |
Canadian National Railway Co
|
1,270 | $151,431 | |
| 6 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
1,450 | $125,638 | |
| 7 | TRN |
Trinity Industries Inc
|
1,458 | $50,414 | |
| 8 | GBX |
Greenbrier Companies Inc
|
140 | $6,861 |
All Filings in UNP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,450,848 | 5,334 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,632,580 | 6,729 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,334,248 | 5,768 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,361,251 | 5,759 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,303,860 | 5,667 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,182,377 | 5,005 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $916,033 | 4,017 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,013,522 | 4,112 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $920,196 | 4,067 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $999,455 | 4,064 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $576,221 | 2,346 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $457,554 | 2,247 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $418,854 | 2,047 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $435,524 | 2,164 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $490,961 | 2,371 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $667,060 | 3,424 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $902,598 | 4,232 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,281,899 | 4,692 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $918,282 | 3,645 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||