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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Central Valley Advisors's UNP Position: Q2 2026 in Review

Central Valley Advisors reduced its Union Pacific (UNP) stake by 16% in Q2 2026, selling an estimated $214K and leaving 4,280 shares worth $1.16M. The position accounts for 0.3% of the portfolio, ranked #66.

Central Valley Advisors first reported a position in UNP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.42M in Q2 2024. 1,352 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Central Valley Advisors held 4,280 shares of Union Pacific worth $1.16M as of Q2 2026.
Central Valley Advisors sold 815 Union Pacific shares in Q2 2026, an estimated $214K.
Union Pacific made up 0.3% of Central Valley Advisors's portfolio in Q2 2026, its #66 holding.
Central Valley Advisors first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
Central Valley Advisors's Union Pacific position peaked at $2.42M in Q2 2024.
1,352 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.