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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
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 		$9.56M 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 		$5.29M 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Advocate Group's UNP Position: Q2 2026 in Review

Advocate Group reduced its Union Pacific (UNP) stake by 2.1% in Q2 2026, selling an estimated $195K and leaving 34,419 shares worth $9.36M. The position accounts for 1.41% of the portfolio, ranked #28.

Advocate Group first reported a position in UNP in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.56M in Q4 2025. 1,352 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Advocate Group held 34,419 shares of Union Pacific worth $9.36M as of Q2 2026.
  • Advocate Group sold 742 Union Pacific shares in Q2 2026, an estimated $195K.
  • Union Pacific made up 1.41% of Advocate Group's portfolio in Q2 2026, its #28 holding.
  • Advocate Group first reported a position in Union Pacific in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's Union Pacific position peaked at $9.56M in Q4 2025.
  • 1,352 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.