Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Union Pacific UNP Stock Holding History

Dynamic Advisor Solutions’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
2019
Q4 		– Sell
-1,000
Closed -$5K – 611
2019
Q3 		$5K Buy
+1,000
New +$168K ﹤0.01% 526

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Dynamic Advisor Solutions's UNP Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Union Pacific (UNP) stake by 3.2% in Q3 2026, selling an estimated $154K and leaving 15,825 shares worth $4.31M. The position accounts for 0.12% of the portfolio, ranked #178.

Dynamic Advisor Solutions first reported a position in UNP in Q1 2014 and has held it in 45 quarters since. The position peaked at $8.32M in Q4 2023. 545 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Dynamic Advisor Solutions held 15,825 shares of Union Pacific worth $4.31M as of Q3 2026.
  • Dynamic Advisor Solutions sold 530 Union Pacific shares in Q3 2026, an estimated $154K.
  • Union Pacific made up 0.12% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #178 holding.
  • Dynamic Advisor Solutions first reported a position in Union Pacific in Q1 2014 and has held it in 45 quarters since.
  • Dynamic Advisor Solutions's Union Pacific position peaked at $8.32M in Q4 2023.
  • 545 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.