Baron Silver Stevens Financial Advisors’s Union Pacific UNP Stock Holding History

Baron Silver Stevens 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	$253K	Buy	930 +78	+9%	+$20.5K	0.03%	129
2026 Q1	$207K	Buy	+852	New	+$209K	0.03%	129
2025 Q4	–	Sell	-929	Closed	-$220K	–	151
2025 Q3	$220K	Sell	929 -93	-9%	-$21K	0.03%	137
2025 Q2	$235K	Buy	1,022 +76	+8%	+$16.9K	0.04%	127
2025 Q1	$223K	Hold	946	–	–	0.04%	113
2024 Q4	$216K	Hold	946	–	–	0.04%	120
2024 Q3	$233K	Hold	946	–	–	0.04%	109
2024 Q2	$214K	Sell	946 -318	-25%	-$74.5K	0.04%	106
2024 Q1	$311K	Buy	+1,264	New	+$311K	0.06%	88
2022 Q3	–	Sell	-1,654	Closed	-$352K	–	148
2022 Q2	$352K	Buy	+1,654	New	+$376K	0.09%	71
2021 Q3	–	Sell	-1,632	Closed	-$359K	–	88
2021 Q2	$359K	Buy	+1,632	New	+$363K	0.1%	57
2021 Q1	–	Sell	-563	Closed	-$117K	–	440
2020 Q4	$117K	Buy	+563	New	+$112K	0.04%	89

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 $3.37T AUM 44.26% 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

Baron Silver Stevens Financial Advisors's UNP Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its Union Pacific (UNP) stake by 9.2% in Q2 2026, buying an estimated $20.5K and bringing the position to 930 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #129.

Baron Silver Stevens Financial Advisors first reported a position in UNP in Q4 2020 and has held it in 12 quarters since. The position peaked at $359K in Q2 2021. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Baron Silver Stevens Financial Advisors held 930 shares of Union Pacific worth $253K as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 78 Union Pacific shares in Q2 2026, an estimated $20.5K.
Union Pacific made up 0.03% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #129 holding.
Baron Silver Stevens Financial Advisors first reported a position in Union Pacific in Q4 2020 and has held it in 12 quarters since.
Baron Silver Stevens Financial Advisors's Union Pacific position peaked at $359K in Q2 2021.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.