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Allen Mooney & Barnes Investment Advisors’s Union Pacific UNP Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$541K Buy
1,991
+1
+0.1% +$263 0.08% 94
2026
Q1 		$483K Sell
1,990
-21
-1% -$5.14K 0.07% 105
2025
Q4 		$465K Sell
2,011
-7
-0.3% -$1.6K 0.07% 105
2025
Q3 		$477K Sell
2,018
-18
-0.9% -$4.06K 0.07% 106
2025
Q2 		$468K Sell
2,036
-198
-9% -$44K 0.08% 110
2025
Q1 		$528K Sell
2,234
-291
-12% -$70K 0.09% 98
2024
Q4 		$576K Buy
2,525
+59
+2% +$14K 0.1% 94
2024
Q3 		$608K Sell
2,466
-40
-2% -$9.7K 0.1% 89
2024
Q2 		$567K Buy
2,506
+151
+6% +$35.4K 0.1% 95
2024
Q1 		$556K Buy
2,355
+3
+0.1% +$738 0.11% 95
2023
Q4 		$578K Buy
2,352
+573
+32% +$126K 0.11% 89
2023
Q3 		$362K Buy
1,779
+65
+4% +$14.2K 0.08% 106
2023
Q2 		$351K Buy
+1,714
New +$341K 0.08% 107
2023
Q1 		– Sell
-979
Closed -$203K – 134
2022
Q4 		$203K Buy
+979
New +$201K 0.05% 127
2022
Q3 		– Sell
-976
Closed -$208K – 140
2022
Q2 		$208K Buy
976
+2
+0.2% +$455 0.05% 131
2022
Q1 		$266K Buy
+974
New +$246K 0.06% 131

Other funds holding UNP

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's UNP Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its Union Pacific (UNP) stake by 0.05% in Q2 2026, buying an estimated $263 and bringing the position to 1,991 shares worth $541K. The position accounts for 0.08% of the portfolio, ranked #94.

Allen Mooney & Barnes Investment Advisors first reported a position in UNP in Q1 2022 and has held it in 16 quarters since. The position peaked at $608K in Q3 2024. 1,180 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 1,991 shares of Union Pacific worth $541K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors bought 1 Union Pacific share in Q2 2026, an estimated $263.
  • Union Pacific made up 0.08% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #94 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Union Pacific in Q1 2022 and has held it in 16 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Union Pacific position peaked at $608K in Q3 2024.
  • 1,180 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.