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Concurrent Investment Advisors’s Union Pacific UNP Stock Holding History

Concurrent Investment 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 		$9.64M Buy
35,451
+247
+0.7% +$64.9K 0.08% 265
2026
Q1 		$8.54M Sell
35,204
-421
-1% -$103K 0.09% 238
2025
Q4 		$8.24M Buy
35,625
+13,970
+65% +$3.19M 0.09% 227
2025
Q3 		$5.12M Sell
21,655
-1,029
-5% -$232K 0.09% 237
2025
Q2 		$5.22M Buy
22,684
+2,503
+12% +$556K 0.1% 211
2025
Q1 		$4.77M Buy
20,181
+1,979
+11% +$476K 0.12% 190
2024
Q4 		$4.15M Sell
18,202
-689
-4% -$163K 0.11% 185
2024
Q3 		$4.66M Buy
18,891
+1,417
+8% +$344K 0.14% 156
2024
Q2 		$3.95M Buy
17,474
+9,304
+114% +$2.18M 0.13% 163
2024
Q1 		$2.01M Sell
8,170
-2,738
-25% -$674K 0.08% 243
2023
Q4 		$2.68M Buy
+10,908
New +$2.4M 0.13% 176

Other funds holding UNP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Concurrent Investment Advisors's UNP Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Union Pacific (UNP) stake by 0.7% in Q2 2026, buying an estimated $64.9K and bringing the position to 35,451 shares worth $9.64M. The position accounts for 0.08% of the portfolio, ranked #265.

Concurrent Investment Advisors first reported a position in UNP in Q4 2023 and has held it in 11 quarters since. 1,003 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Concurrent Investment Advisors held 35,451 shares of Union Pacific worth $9.64M as of Q2 2026.
  • Concurrent Investment Advisors bought 247 Union Pacific shares in Q2 2026, an estimated $64.9K.
  • Union Pacific made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #265 holding.
  • Concurrent Investment Advisors first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.