Diversify Advisory Services’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
$12.6M Buy
+42,167
New +$11.1M 0.21% 98
2026
Q1
Sell
-21,483
Closed -$4.93M 816
2025
Q4
$4.93M Sell
21,483
-1,132
-5% -$258K 0.16% 108
2025
Q3
$4.95M Sell
22,615
-1,713
-7% -$386K 0.17% 100
2025
Q2
$5.32M Buy
24,328
+16,950
+230% +$3.76M 0.2% 83
2025
Q1
$1.58M Sell
7,378
-1,282
-15% -$309K 0.1% 144
2024
Q4
$1.95M Sell
8,660
-2,964
-25% -$702K 0.11% 137
2024
Q3
$2.81M Sell
11,624
-2,343
-17% -$568K 0.15% 122
2024
Q2
$3.1M Sell
13,967
-839
-6% -$197K 0.17% 107
2024
Q1
$3.6M Buy
+14,806
New +$3.64M 0.21% 100

Other funds holding UNP

Diversify Advisory Services's UNP Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Union Pacific (UNP) in Q2 2026: 42,167 shares worth $12.6M. The stake represents 0.21% of the portfolio and ranks #98 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in UNP as recently as Q4 2025.

Diversify Advisory Services first reported a position in UNP in Q1 2024 and has held it in 9 quarters since. 2,865 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Diversify Advisory Services held 42,167 shares of Union Pacific worth $12.6M as of Q2 2026.
  • Union Pacific was a new Diversify Advisory Services position in Q2 2026.
  • Union Pacific made up 0.21% of Diversify Advisory Services's portfolio in Q2 2026, its #98 holding.
  • Diversify Advisory Services first reported a position in Union Pacific in Q1 2024 and has held it in 9 quarters since.
  • 2,865 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.