Baltimore-Washington Financial Advisors’s Union Pacific UNP Stock Holding History

Baltimore-Washington Financial 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	$561K	Sell	2,061 -1,000	-33%	-$263K	0.02%	121
2026 Q1	$743K	Buy	3,061 +962	+46%	+$236K	0.03%	99
2025 Q4	$486K	Hold	2,099	–	–	0.02%	118
2025 Q3	$496K	Sell	2,099 -54	-3%	-$12.2K	0.02%	115
2025 Q2	$495K	Hold	2,153	–	–	0.02%	112
2025 Q1	$509K	Sell	2,153 -7	-0.3%	-$1.69K	0.03%	100
2024 Q4	$493K	Buy	2,160 +29	+1%	+$6.87K	0.03%	103
2024 Q3	$525K	Buy	+2,131	New	+$517K	0.03%	102
2015 Q4	–	Sell	-728	Closed	-$64K	–	245
2015 Q3	$64K	Hold	728	–	–	0.02%	118
2015 Q2	$69K	Hold	728	–	–	0.02%	116
2015 Q1	$79K	Sell	728 -9	-1%	-$1.06K	0.02%	118
2014 Q4	$88K	Buy	737 +200	+37%	+$23K	0.03%	118
2014 Q3	$58K	Sell	537 -791	-60%	-$81.9K	0.02%	130
2014 Q2	$132K	Buy	1,328 +800	+152%	+$77.5K	0.04%	120
2014 Q1	$50K	Sell	528 -1,200	-69%	-$107K	0.02%	135
2013 Q4	$145K	Buy	1,728 +480	+38%	+$38K	0.05%	116
2013 Q3	$97K	Buy	1,248 +720	+136%	+$56.9K	0.04%	96
2013 Q2	$41K	Buy	+528	New	+$39.8K	0.02%	111

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Baltimore-Washington Financial Advisors's UNP Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its Union Pacific (UNP) stake by 33% in Q2 2026, selling an estimated $263K and leaving 2,061 shares worth $561K. The position accounts for 0.02% of the portfolio, ranked #121.

Baltimore-Washington Financial Advisors first reported a position in UNP in Q2 2013 and has held it in 18 quarters since. The position peaked at $743K in Q1 2026. 2,895 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Baltimore-Washington Financial Advisors held 2,061 shares of Union Pacific worth $561K as of Q2 2026.
Baltimore-Washington Financial Advisors sold 1,000 Union Pacific shares in Q2 2026, an estimated $263K.
Union Pacific made up 0.02% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #121 holding.
Baltimore-Washington Financial Advisors first reported a position in Union Pacific in Q2 2013 and has held it in 18 quarters since.
Baltimore-Washington Financial Advisors's Union Pacific position peaked at $743K in Q1 2026.
2,895 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.