SEC 13F Intelligence

Carolina Wealth Advisors, LLC / UNP

Carolina Wealth Advisors, LLC’s Union Pac Corp Position

Does Carolina Wealth Advisors, LLC own Union Pac Corp (UNP)? Yes — 11.0K shares worth $3M (+1.17% of its 13F portfolio) as of Q2 2026, down from 11.1K shares the prior filed quarter.

Position Value
$3M
Q2 2026
Shares
11.0K
% of Portfolio
+1.17%
Quarters Held
8
currently held

Position History UNP

Reported value by quarter
Q3 ’24: $6,408Q3 ’24Q4 ’24: $5,929Q4 ’24Q1 ’25: $6,142Q1 ’25Q2 ’25: $16,336Q2 ’25Q3 ’25: $67,602Q3 ’25Q4 ’25: $66,389Q4 ’25Q1 ’26: $3MQ1 ’26Q2 ’26: $3MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202611.0K$3M+1.17%
Q1 202611.1K$3M+1.12%
Q4 2025287$66,389+0.03%
Q3 2025286$67,602+0.03%
Q2 202571$16,336+0.01%
Q1 202526$6,1420.00%
Q4 202426$5,9290.00%
Q3 202426$6,4080.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carolina Wealth Advisors, LLC’s full portfolio or all institutional holders of UNP.