Financial Advisory Partners’s Union Pacific UNP Stock Holding History

Financial Advisory Partners’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	$4.36M	Sell	16,026 -191	-1%	-$50.2K	1.14%	30
2026 Q1	$3.93M	Buy	16,217 +130	+0.8%	+$31.8K	1.11%	32
2025 Q4	$3.72M	Buy	16,087 +15	+0.1%	+$3.42K	1.05%	33
2025 Q3	$3.8M	Buy	16,072 +1,456	+10%	+$328K	1.11%	33
2025 Q2	$3.36M	Sell	14,616 -249	-2%	-$55.3K	1.06%	35
2025 Q1	$3.51M	Sell	14,865 -18	-0.1%	-$4.33K	1.17%	31
2024 Q4	$3.39M	Sell	14,883 -19	-0.1%	-$4.5K	1.13%	36
2024 Q3	$3.67M	Sell	14,902 -305	-2%	-$74K	1.22%	34
2024 Q2	$3.44M	Sell	15,207 -339	-2%	-$79.5K	1.29%	28
2024 Q1	$3.82M	Sell	15,546 -3,031	-16%	-$746K	1.48%	24
2023 Q4	$4.56M	Sell	18,577 -527	-3%	-$116K	1.66%	13
2023 Q3	$3.89M	Sell	19,104 -412	-2%	-$89.7K	1.57%	19
2023 Q2	$3.99M	Buy	19,516 +2,439	+14%	+$485K	1.54%	28
2023 Q1	$3.44M	Buy	17,077 +520	+3%	+$105K	1.36%	38
2022 Q4	$3.43M	Sell	16,557 -129	-0.8%	-$26.5K	1.41%	36
2022 Q3	$3.25M	Buy	16,686 +153	+0.9%	+$33.9K	1.41%	37
2022 Q2	$3.53M	Buy	16,533 +285	+2%	+$64.8K	1.46%	35
2022 Q1	$4.44M	Hold	16,248	–	–	1.64%	17
2021 Q4	$4.09M	Buy	+16,248	New	+$3.85M	1.49%	29

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Financial Advisory Partners's UNP Position: Q2 2026 in Review

Financial Advisory Partners reduced its Union Pacific (UNP) stake by 1.2% in Q2 2026, selling an estimated $50.2K and leaving 16,026 shares worth $4.36M. The position accounts for 1.14% of the portfolio, ranked #30.

Financial Advisory Partners first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.56M in Q4 2023. 2,865 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Financial Advisory Partners held 16,026 shares of Union Pacific worth $4.36M as of Q2 2026.
Financial Advisory Partners sold 191 Union Pacific shares in Q2 2026, an estimated $50.2K.
Union Pacific made up 1.14% of Financial Advisory Partners's portfolio in Q2 2026, its #30 holding.
Financial Advisory Partners first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
Financial Advisory Partners's Union Pacific position peaked at $4.56M in Q4 2023.
2,865 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.