AssuredPartners Investment Advisors’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

AssuredPartners Investment Advisors's UNP Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Union Pacific (UNP) stake by 47% in Q1 2026, buying an estimated $119K and bringing the position to 1,528 shares worth $375K. The position accounts for 0.04% of the portfolio, ranked #299.

AssuredPartners Investment Advisors first reported a position in UNP in Q4 2024 and has held it in 6 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • AssuredPartners Investment Advisors held 1,528 shares of Union Pacific worth $375K as of Q1 2026.
  • AssuredPartners Investment Advisors bought 486 Union Pacific shares in Q1 2026, an estimated $119K.
  • Union Pacific made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #299 holding.
  • AssuredPartners Investment Advisors first reported a position in Union Pacific in Q4 2024 and has held it in 6 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.