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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

UNP holding history

Union Pacific Corp in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNP overviewAll 13F holders of UNPFull Q2 2026 holdings

Shares (Q2 2026)
129,834
Value
$35.3M
% of portfolio
1.2%
Quarters held
22
Since Q1 2021
Holdings of UNP by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026129,834$35.3M1.2%−3,560−2.7%ReducedHolders
Q1 2026133,394$32.4M1.3%−29,410−18.1%ReducedHolders
Q4 2025162,804$37.7M1.4%+2,805+1.8%AddedHolders
Q3 2025159,999$37.8M1.7%+5,248+3.4%AddedHolders
Q2 2025154,751$35.6M1.7%+969+0.6%AddedHolders
Q1 2025153,782$36.3M1.8%+3,946+2.6%AddedHolders
Q4 2024149,836$34.2M1.7%+1,302+0.9%AddedHolders
Q3 2024148,534$36.6M1.7%+3,111+2.1%AddedHolders
Q2 2024145,423$32.9M1.5%+7,741+5.6%AddedHolders
Q1 2024137,682$33.9M1.5%+3,979+3.0%AddedHolders
Q4 2023133,703$32.8M1.6%−2,038−1.5%ReducedHolders
Q3 2023135,741$27.6M1.5%+942+0.7%AddedHolders
Q2 2023134,799$27.6M1.5%+4,731+3.6%AddedHolders
Q1 2023130,068$26.2M1.5%+6,008+4.8%AddedHolders
Q4 2022124,060$25.7M1.5%+3,940+3.3%AddedHolders
Q3 2022120,120$23.4M1.7%−6,114−4.8%ReducedHolders
Q2 2022126,234$26.9M1.9%+29,570+30.6%AddedHolders
Q1 202296,664$26.4M1.5%+4,888+5.3%AddedHolders
Q4 202191,776$23.1M1.3%+6,732+7.9%AddedHolders
Q3 202185,044$16.7M1.0%+3,287+4.0%AddedHolders
Q2 202181,757$18.0M1.1%+8,835+12.1%AddedHolders
Q1 202172,922$16.1M1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.