Crewe Advisors’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$132K Buy
484
+55
+13% +$14.4K 0.01% 290
2026
Q1
$104K Buy
429
+24
+6% +$5.88K 0.01% 286
2025
Q4
$93.7K Sell
405
-437
-52% -$99.7K 0.01% 292
2025
Q3
$199K Buy
842
+3
+0.4% +$676 0.02% 207
2025
Q2
$193K Buy
839
+5
+0.6% +$1.11K 0.03% 154
2025
Q1
$197K Hold
834
0.03% 136
2024
Q4
$190K Sell
834
-121
-13% -$28.6K 0.03% 147
2024
Q3
$235K Sell
955
-9
-0.9% -$2.18K 0.03% 137
2024
Q2
$218K Sell
964
-104
-10% -$24.4K 0.02% 171
2024
Q1
$263K Buy
+1,068
New +$263K 0.03% 145
2023
Q3
Sell
-1,069
Closed -$219K 901
2023
Q2
$219K Sell
1,069
-81
-7% -$16.1K 0.03% 132
2023
Q1
$231K Buy
1,150
+335
+41% +$67.9K 0.03% 142
2022
Q4
$169K Sell
815
-243
-23% -$49.8K 0.03% 172
2022
Q3
$206K Buy
1,058
+110
+12% +$24.3K 0.04% 141
2022
Q2
$202K Buy
948
+544
+135% +$124K 0.04% 127
2022
Q1
$110K Buy
404
+70
+21% +$17.7K 0.02% 166
2021
Q4
$84K Buy
334
+27
+9% +$6.39K 0.02% 146
2021
Q3
$60K Sell
307
-48
-14% -$10.4K 0.01% 144
2021
Q2
$78K Hold
355
0.02% 124
2021
Q1
$78K Hold
355
0.02% 118
2020
Q4
$74K Sell
355
-24
-6% -$4.79K 0.03% 108
2020
Q3
$75K Buy
379
+42
+12% +$7.8K 0.04% 100
2020
Q2
$57K Hold
337
0.03% 101
2020
Q1
$48K Sell
337
-415
-55% -$68.6K 0.03% 94
2019
Q4
$136K Sell
752
-485
-39% -$83K 0.06% 62
2019
Q3
$200K Sell
1,237
-1,474
-54% -$248K 0.09% 56
2019
Q2
$458K Buy
2,711
+1,513
+126% +$259K 0.15% 38
2019
Q1
$200K Buy
1,198
+446
+59% +$71.8K 0.06% 59
2018
Q4
$104K Hold
752
0.03% 79
2018
Q3
$122K Sell
752
-70
-9% -$10.5K 0.1% 78
2018
Q2
$116K Buy
822
+157
+24% +$21.9K 0.11% 75
2018
Q1
$89K Hold
665
0.09% 80
2017
Q4
$89K Buy
+665
New +$80.2K 0.09% 84

Other funds holding UNP

Crewe Advisors's UNP Position: Q2 2026 in Review

Crewe Advisors increased its Union Pacific (UNP) stake by 13% in Q2 2026, buying an estimated $14.4K and bringing the position to 484 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #290.

Crewe Advisors first reported a position in UNP in Q4 2017 and has held it in 33 quarters since. The position peaked at $458K in Q2 2019. 2,866 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Crewe Advisors held 484 shares of Union Pacific worth $132K as of Q2 2026.
  • Crewe Advisors bought 55 Union Pacific shares in Q2 2026, an estimated $14.4K.
  • Union Pacific made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #290 holding.
  • Crewe Advisors first reported a position in Union Pacific in Q4 2017 and has held it in 33 quarters since.
  • Crewe Advisors's Union Pacific position peaked at $458K in Q2 2019.
  • 2,866 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.