Advocate Group
UNP icon

Advocate Group’s Union Pacific UNP Stock Holding History

Advocate Group’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.7M Sell
31,987
-2,432
-7% -$707K 1.35% 29
2026
Q2 		$9.36M Sell
34,419
-742
-2% -$195K 1.41% 28
2026
Q1 		$8.53M Sell
35,161
-6,154
-15% -$1.51M 1.33% 33
2025
Q4 		$9.6M Buy
41,315
+4,857
+13% +$1.11M 1.55% 22
2025
Q3 		$8.62M Buy
36,458
+2,332
+7% +$526K 1.42% 24
2025
Q2 		$7.85M Buy
34,126
+477
+1% +$106K 1.4% 26
2025
Q1 		$7.95M Sell
33,649
-733
-2% -$176K 1.45% 27
2024
Q4 		$7.84M Sell
34,382
-250
-0.7% -$59.2K 1.48% 29
2024
Q3 		$8.54M Buy
34,632
+974
+3% +$236K 1.55% 24
2024
Q2 		$7.62M Buy
33,658
+462
+1% +$108K 1.53% 25
2024
Q1 		$8.16M Buy
33,196
+1,538
+5% +$378K 1.62% 19
2023
Q4 		$7.78M Buy
31,658
+280
+0.9% +$61.6K 1.67% 15
2023
Q3 		$6.39M Buy
31,378
+2,209
+8% +$481K 1.48% 20
2023
Q2 		$5.97M Buy
29,169
+2,535
+10% +$504K 1.31% 28
2023
Q1 		$5.36M Sell
26,634
-288
-1% -$58.4K 1.17% 35
2022
Q4 		$5.57M Sell
26,922
-255
-0.9% -$52.3K 1.2% 34
2022
Q3 		$5.3M Sell
27,177
-1,443
-5% -$319K 1.31% 31
2022
Q2 		$6.1M Buy
+28,620
New +$6.51M 1.42% 28

Other funds holding UNP

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Advocate Group's UNP Position: Q3 2026 in Review

Advocate Group reduced its Union Pacific (UNP) stake by 7.1% in Q3 2026, selling an estimated $707K and leaving 31,987 shares worth $8.7M. The position accounts for 1.35% of the portfolio, ranked #29.

Advocate Group first reported a position in UNP in Q2 2022 and has held it in 18 quarters since. The position peaked at $9.6M in Q4 2025. 1,269 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Advocate Group held 31,987 shares of Union Pacific worth $8.7M as of Q3 2026.
  • Advocate Group sold 2,432 Union Pacific shares in Q3 2026, an estimated $707K.
  • Union Pacific made up 1.35% of Advocate Group's portfolio in Q3 2026, its #29 holding.
  • Advocate Group first reported a position in Union Pacific in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Union Pacific position peaked at $9.6M in Q4 2025.
  • 1,269 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.