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Cary Street Partners Investment Advisory’s Union Pacific UNP Stock Holding History

Cary Street Partners Investment Advisory’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 		$744K Buy
2,734
+91
+3% +$23.9K 0.15% 148
2026
Q1 		$641K Buy
2,643
+329
+14% +$80.6K 0.16% 139
2025
Q4 		$535K Buy
2,314
+1,070
+86% +$244K 0.14% 155
2025
Q3 		$294K Sell
1,244
-59
-5% -$13.3K 0.12% 187
2025
Q2 		$300K Sell
1,303
-699
-35% -$155K 0.15% 160
2025
Q1 		$473K Buy
2,002
+316
+19% +$76.1K 0.27% 95
2024
Q4 		$384K Sell
1,686
-12,281
-88% -$2.91M 0.25% 106
2024
Q3 		$3.44M Buy
13,967
+3,942
+39% +$956K 0.13% 182
2024
Q2 		$2.27M Buy
10,025
+466
+5% +$109K 0.09% 232
2024
Q1 		$2.35M Sell
9,559
-236
-2% -$58.1K 0.1% 220
2023
Q4 		$2.41M Buy
9,795
+1,911
+24% +$420K 0.11% 203
2023
Q3 		$1.61M Buy
7,884
+1,676
+27% +$365K 0.09% 243
2023
Q2 		$1.27M Buy
6,208
+621
+11% +$123K 0.08% 237
2023
Q1 		$1.12M Sell
5,587
-230
-4% -$46.6K 0.08% 228
2022
Q4 		$1.2M Sell
5,817
-336
-5% -$68.9K 0.09% 213
2022
Q3 		$1.2M Buy
6,153
+471
+8% +$104K 0.1% 201
2022
Q2 		$1.21M Buy
5,682
+4,720
+491% +$1.07M 0.1% 193
2022
Q1 		$263K Sell
962
-2,304
-71% -$582K 0.07% 229
2021
Q4 		$823K Buy
+3,266
New +$774K 0.23% 112
2021
Q3 		– Sell
-785
Closed -$173K – 303
2021
Q2 		$173K Buy
785
+29
+4% +$6.46K 0.06% 253
2021
Q1 		$167K Sell
756
-919
-55% -$193K 0.07% 218
2020
Q4 		$349K Buy
1,675
+556
+50% +$111K 0.07% 232
2020
Q3 		$220K Buy
+1,119
New +$208K 0.05% 248

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cary Street Partners Investment Advisory's UNP Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Union Pacific (UNP) stake by 3.4% in Q2 2026, buying an estimated $23.9K and bringing the position to 2,734 shares worth $744K. The position accounts for 0.15% of the portfolio, ranked #148.

Cary Street Partners Investment Advisory first reported a position in UNP in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.44M in Q3 2024. 2,107 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Cary Street Partners Investment Advisory held 2,734 shares of Union Pacific worth $744K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 91 Union Pacific shares in Q2 2026, an estimated $23.9K.
  • Union Pacific made up 0.15% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #148 holding.
  • Cary Street Partners Investment Advisory first reported a position in Union Pacific in Q3 2020 and has held it in 23 quarters since.
  • Cary Street Partners Investment Advisory's Union Pacific position peaked at $3.44M in Q3 2024.
  • 2,107 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.