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Claro Advisors’s Union Pacific UNP Stock Holding History

Claro 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 		$384K Buy
1,412
+74
+6% +$19.4K 0.04% 335
2026
Q1 		$325K Buy
1,338
+118
+10% +$28.9K 0.04% 344
2025
Q4 		$282K Buy
1,220
+44
+4% +$10K 0.04% 342
2025
Q3 		$278K Sell
1,176
-29
-2% -$6.54K 0.04% 329
2025
Q2 		$277K Sell
1,205
-674
-36% -$150K 0.05% 311
2025
Q1 		$444K Buy
1,879
+303
+19% +$72.9K 0.06% 293
2024
Q4 		$359K Sell
1,576
-585
-27% -$138K 0.05% 314
2024
Q3 		$533K Buy
2,161
+1,006
+87% +$244K 0.07% 260
2024
Q2 		$261K Sell
1,155
-59
-5% -$13.8K 0.04% 350
2024
Q1 		$299K Buy
1,214
+217
+22% +$53.4K 0.05% 323
2023
Q4 		$245K Buy
+997
New +$219K 0.05% 328
2019
Q1 		– Sell
-105
Closed -$17K – 890
2018
Q4 		$17K Buy
+105
New +$15.6K 0.01% 583

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Claro Advisors's UNP Position: Q2 2026 in Review

Claro Advisors increased its Union Pacific (UNP) stake by 5.5% in Q2 2026, buying an estimated $19.4K and bringing the position to 1,412 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #335.

Claro Advisors first reported a position in UNP in Q4 2018 and has held it in 12 quarters since. The position peaked at $533K in Q3 2024. 2,882 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Claro Advisors held 1,412 shares of Union Pacific worth $384K as of Q2 2026.
  • Claro Advisors bought 74 Union Pacific shares in Q2 2026, an estimated $19.4K.
  • Union Pacific made up 0.04% of Claro Advisors's portfolio in Q2 2026, its #335 holding.
  • Claro Advisors first reported a position in Union Pacific in Q4 2018 and has held it in 12 quarters since.
  • Claro Advisors's Union Pacific position peaked at $533K in Q3 2024.
  • 2,882 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.