Central Valley Advisors’s Union Pacific UNP Stock Holding History

Central Valley 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 Q3	$1.15M	Sell	4,229 -51	-1%	-$14.8K	0.31%	67
2026 Q2	$1.16M	Sell	4,280 -815	-16%	-$214K	0.3%	66
2026 Q1	$1.24M	Sell	5,095 -3,287	-39%	-$805K	0.34%	66
2025 Q4	$1.94M	Sell	8,382 -394	-4%	-$89.9K	0.58%	53
2025 Q3	$2.07M	Sell	8,776 -70	-0.8%	-$15.8K	0.64%	43
2025 Q2	$2.04M	Sell	8,846 -472	-5%	-$105K	0.69%	41
2025 Q1	$2.2M	Buy	9,318 +205	+2%	+$49.3K	0.83%	34
2024 Q4	$2.08M	Buy	9,113 +605	+7%	+$143K	0.94%	26
2024 Q3	$2.1M	Buy	8,508 +119	+1%	+$28.9K	1.18%	20
2024 Q2	$2.42M	Buy	8,389 +320	+4%	+$75K	1.03%	26
2024 Q1	$1.98M	Buy	8,069 +483	+6%	+$119K	1.03%	24
2023 Q4	$1.86M	Buy	+7,586	New	+$1.67M	1.1%	20

Other funds holding UNP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Central Valley Advisors's UNP Position: Q3 2026 in Review

Central Valley Advisors reduced its Union Pacific (UNP) stake by 1.2% in Q3 2026, selling an estimated $14.8K and leaving 4,229 shares worth $1.15M. The position accounts for 0.31% of the portfolio, ranked #67.

Central Valley Advisors first reported a position in UNP in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.42M in Q2 2024. 1,742 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Central Valley Advisors held 4,229 shares of Union Pacific worth $1.15M as of Q3 2026.
Central Valley Advisors sold 51 Union Pacific shares in Q3 2026, an estimated $14.8K.
Union Pacific made up 0.31% of Central Valley Advisors's portfolio in Q3 2026, its #67 holding.
Central Valley Advisors first reported a position in Union Pacific in Q4 2023 and has held it in 12 quarters since.
Central Valley Advisors's Union Pacific position peaked at $2.42M in Q2 2024.
1,742 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.