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AssuredPartners Investment Advisors’s Union Pacific UNP Stock Holding History

AssuredPartners 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 		$401K Sell
1,473
-55
-4% -$14.4K 0.04% 292
2026
Q1 		$375K Buy
1,528
+486
+47% +$119K 0.04% 299
2025
Q4 		$241K Sell
1,042
-134
-11% -$30.6K 0.04% 307
2025
Q3 		$278K Sell
1,176
-12
-1% -$2.71K 0.06% 217
2025
Q2 		$273K Sell
1,188
-50
-4% -$11.1K 0.07% 200
2025
Q1 		$292K Sell
1,238
-100
-7% -$24.1K 0.06% 273
2024
Q4 		$305K Buy
+1,338
New +$317K 0.06% 270

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AssuredPartners Investment Advisors's UNP Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Union Pacific (UNP) stake by 3.6% in Q2 2026, selling an estimated $14.4K and leaving 1,473 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #292.

AssuredPartners Investment Advisors first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. 2,895 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • AssuredPartners Investment Advisors held 1,473 shares of Union Pacific worth $401K as of Q2 2026.
  • AssuredPartners Investment Advisors sold 55 Union Pacific shares in Q2 2026, an estimated $14.4K.
  • Union Pacific made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #292 holding.
  • AssuredPartners Investment Advisors first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
  • 2,895 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.