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Union Pacific Corporation shares owned by Rooted Wealth Advisors

Quarter-by-quarter ownership of Union Pacific Corporation (UNP) shares owned by Rooted Wealth Advisors from 13F filings

Historical chart of Rooted Wealth Advisors investment in Union Pacific Corporation

Tip: Access up to 7 years of quarterly data

All positions including Union Pacific Corporation held by Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Union Pacific Corporation by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 1.1k 236.89

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Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for Rooted Wealth Advisors

Top funds holding Union Pacific Corporation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Capital World Investors
Morgan Stanley
Ubs Global Asset Management Americas
Capital Research Global Investors
Massachusetts Financial Services
Franklin Resources
Northern Trust
Invesco
Fisher Investments
Ameriprise Financial

View all funds holding Union Pacific Corporation