Aviance Capital Partners’s Union Pacific UNP Stock Holding History

Aviance Capital Partners’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 Q1	$2.15M	Hold	8,856	–	–	0.25%	88
2025 Q4	$2.05M	Buy	8,856 +10	+0.1%	+$2.28K	0.24%	91
2025 Q3	$2.09M	Buy	8,846 +321	+4%	+$72.3K	0.25%	88
2025 Q2	$1.96M	Sell	8,525 -30	-0.4%	-$6.66K	0.26%	93
2025 Q1	$2.02M	Sell	8,555 -57	-0.7%	-$13.7K	0.28%	82
2024 Q4	$1.96M	Hold	8,612	–	–	0.27%	87
2024 Q3	$2.12M	Sell	8,612 -20	-0.2%	-$4.85K	0.28%	90
2024 Q2	$1.95M	Buy	8,632 +11	+0.1%	+$2.58K	0.28%	84
2024 Q1	$2.12M	Buy	8,621 +4,138	+92%	+$1.02M	0.32%	78
2023 Q4	$1.1M	Hold	4,483	–	–	0.24%	112
2023 Q3	$913K	Buy	4,483 +20	+0.4%	+$4.36K	0.21%	128
2023 Q2	$913K	Hold	4,463	–	–	0.19%	136
2023 Q1	$898K	Buy	4,463 +62	+1%	+$12.6K	0.2%	135
2022 Q4	$911K	Buy	4,401 +347	+9%	+$71.2K	0.21%	134
2022 Q3	$790K	Hold	4,054	–	–	0.2%	140
2022 Q2	$865K	Hold	4,054	–	–	0.19%	142
2022 Q1	$1.11M	Hold	4,054	–	–	0.2%	132
2021 Q4	$1.02M	Sell	4,054 -52	-1%	-$12.3K	0.17%	140
2021 Q3	$805K	Sell	4,106 -30	-0.7%	-$6.48K	0.14%	154
2021 Q2	$910K	Buy	4,136 +136	+3%	+$30.3K	0.16%	152
2021 Q1	$882K	Hold	4,000	–	–	0.17%	151
2020 Q4	$833K	Hold	4,000	–	–	0.17%	142
2020 Q3	$787K	Hold	4,000	–	–	0.18%	131
2020 Q2	$676K	Hold	4,000	–	–	0.17%	138
2020 Q1	$564K	Sell	4,000 -41	-1%	-$6.78K	0.18%	135
2019 Q4	$731K	Sell	4,041 -14	-0.3%	-$2.4K	0.19%	135
2019 Q3	$657K	Buy	4,055 +30	+0.7%	+$5.04K	0.19%	133
2019 Q2	$681K	Sell	4,025 -27	-0.7%	-$4.63K	0.19%	142
2019 Q1	$677K	Hold	4,052	–	–	0.19%	136
2018 Q4	$560K	Buy	4,052 +52	+1%	+$7.7K	0.2%	134
2018 Q3	$651K	Hold	4,000	–	–	0.16%	143
2018 Q2	$566K	Hold	4,000	–	–	0.16%	155
2018 Q1	$537K	Hold	4,000	–	–	0.16%	152
2017 Q4	$536K	Hold	4,000	–	–	0.18%	143
2017 Q3	$464K	Hold	4,000	–	–	0.16%	162
2017 Q2	$436K	Hold	4,000	–	–	0.14%	168
2017 Q1	$424K	Sell	4,000 -10	-0.2%	-$1.07K	0.15%	156
2016 Q4	$416K	Buy	4,010 +10	+0.3%	+$983	0.15%	146
2016 Q3	$390K	Hold	4,000	–	–	0.14%	144
2016 Q2	$349K	Hold	4,000	–	–	0.13%	151
2016 Q1	$318K	Hold	4,000	–	–	0.11%	151
2015 Q4	$313K	Hold	4,000	–	–	0.11%	154
2015 Q3	$354K	Hold	4,000	–	–	0.15%	144
2015 Q2	$381K	Hold	4,000	–	–	0.14%	155
2015 Q1	$433K	Hold	4,000	–	–	0.16%	158
2014 Q4	$477K	Hold	4,000	–	–	0.18%	151
2014 Q3	$434K	Hold	4,000	–	–	0.16%	170
2014 Q2	$399K	Hold	4,000	–	–	0.16%	166
2014 Q1	$375K	Hold	4,000	–	–	0.16%	159
2013 Q4	$336K	Hold	4,000	–	–	0.14%	165
2013 Q3	$311K	Hold	4,000	–	–	0.15%	167
2013 Q2	$309K	Buy	+4,000	New	+$301K	0.17%	146

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aviance Capital Partners's UNP Position: Q1 2026 in Review

Aviance Capital Partners held its Union Pacific (UNP) position steady in Q1 2026 at 8,856 shares worth $2.15M. The position accounts for 0.25% of the portfolio, ranked #88.

Aviance Capital Partners first reported a position in UNP in Q2 2013 and has held it in 52 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Aviance Capital Partners held 8,856 shares of Union Pacific worth $2.15M as of Q1 2026.
Aviance Capital Partners left its Union Pacific share count unchanged in Q1 2026.
Union Pacific made up 0.25% of Aviance Capital Partners's portfolio in Q1 2026, its #88 holding.
Aviance Capital Partners first reported a position in Union Pacific in Q2 2013 and has held it in 52 quarters since.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.