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Doliver Advisors’s Union Pacific UNP Stock Holding History

Doliver 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
Q3 		$319K Sell
1,173
-34
-3% -$9.89K 0.07% 151
2026
Q2 		$328K Hold
1,207
– – 0.07% 156
2026
Q1 		$293K Sell
1,207
-10
-0.8% -$2.45K 0.07% 154
2025
Q4 		$282K Hold
1,217
– – 0.07% 158
2025
Q3 		$288K Sell
1,217
-12
-1% -$2.71K 0.07% 161
2025
Q2 		$283K Sell
1,229
-84
-6% -$18.6K 0.08% 148
2025
Q1 		$310K Buy
1,313
+285
+28% +$68.6K 0.09% 134
2024
Q4 		$234K Sell
1,028
-245
-19% -$58K 0.07% 146
2024
Q3 		$314K Sell
1,273
-68
-5% -$16.5K 0.09% 123
2024
Q2 		$303K Sell
1,341
-142
-10% -$33.3K 0.08% 121
2024
Q1 		$365K Sell
1,483
-105
-7% -$25.8K 0.1% 114
2023
Q4 		$390K Buy
1,588
+10
+0.6% +$2.2K 0.12% 110
2023
Q3 		$321K Sell
1,578
-36
-2% -$7.84K 0.1% 114
2023
Q2 		$330K Buy
1,614
+2
+0.1% +$398 0.1% 130
2023
Q1 		$324K Buy
+1,612
New +$327K 0.1% 122

Other funds holding UNP

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Doliver Advisors's UNP Position: Q3 2026 in Review

Doliver Advisors reduced its Union Pacific (UNP) stake by 2.8% in Q3 2026, selling an estimated $9.89K and leaving 1,173 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #151.

Doliver Advisors first reported a position in UNP in Q1 2023 and has held it in 15 quarters since. The position peaked at $390K in Q4 2023. 156 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Doliver Advisors held 1,173 shares of Union Pacific worth $319K as of Q3 2026.
  • Doliver Advisors sold 34 Union Pacific shares in Q3 2026, an estimated $9.89K.
  • Union Pacific made up 0.07% of Doliver Advisors's portfolio in Q3 2026, its #151 holding.
  • Doliver Advisors first reported a position in Union Pacific in Q1 2023 and has held it in 15 quarters since.
  • Doliver Advisors's Union Pacific position peaked at $390K in Q4 2023.
  • 156 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.