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CLA (CliftonLarsonAllen) Wealth Advisors’s Union Pacific UNP Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2025
Q3 		– Sell
-10,358
Closed -$2.38M – 210
2025
Q2 		$2.38M Buy
+10,358
New +$2.3M 0.04% 117
2021
Q4 		– Sell
-6,975
Closed -$1.37M – 288
2021
Q3 		$1.37M Buy
6,975
+10
+0.1% +$2.16K 0.05% 118
2021
Q2 		$1.53M Buy
+6,965
New +$1.55M 0.06% 117
2015
Q3 		– Sell
-8,925
Closed -$851K – 155
2015
Q2 		$851K Buy
+8,925
New +$931K 0.17% 74

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's UNP Position: Q3 2025 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Union Pacific (UNP) in Q3 2025, closing a stake of 10,358 shares — an estimated $2.38M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in UNP in Q2 2015 and held it in 4 quarters. The position peaked at $2.38M in Q2 2025. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Union Pacific position as of Q3 2025 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 10,358 Union Pacific shares in Q3 2025, an estimated $2.38M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Union Pacific in Q2 2015 and held it in 4 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Union Pacific position peaked at $2.38M in Q2 2025.
  • 2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.