Position in UNP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$299,744
+$36,744 QoQ
Shares Held
1,102
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,313
of 2,880 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $465,538 across 6 Railroads names. UNP ranks #1 (64.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
This page
|
1,102 | $299,744 | |
| 2 | CSX |
Csx Corp
|
1,683 | $79,992 | |
| 3 | NSC |
Norfolk Southern Corp
|
118 | $37,121 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
88 | $23,724 | |
| 5 | CNI |
Canadian National Railway Co
|
141 | $16,812 | |
| 6 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
94 | $8,145 |
All Filings in UNP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,744 | 1,102 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $263,000 | 1,084 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $260,003 | 1,124 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,604,006 | 6,786 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,545,677 | 6,718 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,597,927 | 6,764 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,567,546 | 6,874 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,688,880 | 6,852 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,564,587 | 6,915 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,691,260 | 6,877 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,664,321 | 6,776 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,368,800 | 6,722 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,368,907 | 6,690 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $1,332,743 | 6,622 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,317,793 | 6,364 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,239,834 | 6,364 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $1,357,313 | 6,364 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,738,708 | 6,364 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,603,282 | 6,364 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $1,247,407 | 6,364 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,399,634 | 6,364 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,402,689 | 6,364 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $1,325,112 | 6,364 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $1,252,880 | 6,364 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,202,763 | 7,114 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,003,358 | 7,114 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||