Financial Advocates Investment Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-11,187
| Closed | -$2.57M | – | 567 |
|
|
2025
Q2 | $2.57M | Sell |
11,187
-2,913
| -21% | -$647K | 0.21% | 106 |
|
|
2025
Q1 | $3.33M | Sell |
14,100
-268
| -2% | -$64.5K | 0.23% | 98 |
|
|
2024
Q4 | $3.28M | Sell |
14,368
-85
| -0.6% | -$20.1K | 0.19% | 121 |
|
|
2024
Q3 | $3.56M | Buy |
14,453
+110
| +0.8% | +$26.7K | 0.2% | 111 |
|
|
2024
Q2 | $3.25M | Sell |
14,343
-861
| -6% | -$202K | 0.2% | 112 |
|
|
2024
Q1 | $3.74M | Buy |
15,204
+481
| +3% | +$118K | 0.22% | 105 |
|
|
2023
Q4 | $3.62M | Sell |
14,723
-334
| -2% | -$73.4K | 0.24% | 104 |
|
|
2023
Q3 | $3.07M | Buy |
15,057
+1,307
| +10% | +$285K | 0.22% | 112 |
|
|
2023
Q2 | $2.81M | Sell |
13,750
-147
| -1% | -$29.2K | 0.2% | 122 |
|
|
2023
Q1 | $2.8M | Buy |
13,897
+2,028
| +17% | +$411K | 0.2% | 120 |
|
|
2022
Q4 | $2.46M | Buy |
+11,869
| New | +$2.43M | 0.18% | 140 |
|
|
2022
Q3 | – | Sell |
-9,628
| Closed | -$2.13M | – | 834 |
|
|
2022
Q2 | $2.05M | Buy |
9,628
+1,366
| +17% | +$311K | 0.17% | 146 |
|
|
2022
Q1 | $2.26M | Sell |
8,262
-793
| -9% | -$200K | 0.15% | 167 |
|
|
2021
Q4 | $2.28M | Sell |
9,055
-43
| -0.5% | -$10.2K | 0.14% | 166 |
|
|
2021
Q3 | $1.78M | Buy |
9,098
+361
| +4% | +$78K | 0.12% | 205 |
|
|
2021
Q2 | $1.92M | Sell |
8,737
-1,150
| -12% | -$256K | 0.13% | 193 |
|
|
2021
Q1 | $2.18M | Sell |
9,887
-52
| -0.5% | -$10.9K | 0.15% | 158 |
|
|
2020
Q4 | $2.07M | Buy |
9,939
+1,282
| +15% | +$256K | 0.14% | 163 |
|
|
2020
Q3 | $1.7M | Sell |
8,657
-306
| -3% | -$56.9K | 0.15% | 149 |
|
|
2020
Q2 | $1.52M | Buy |
8,963
+563
| +7% | +$90.2K | 0.14% | 178 |
|
|
2020
Q1 | $1.19M | Sell |
8,400
-162
| -2% | -$26.8K | 0.17% | 159 |
|
|
2019
Q4 | $1.55M | Buy |
8,562
+573
| +7% | +$98.1K | 0.16% | 147 |
|
|
2019
Q3 | $1.29M | Sell |
7,989
-8
| -0.1% | -$1.34K | 0.15% | 157 |
|
|
2019
Q2 | $1.35M | Buy |
7,997
+193
| +2% | +$33.1K | 0.16% | 151 |
|
|
2019
Q1 | $1.3M | Buy |
7,804
+64
| +0.8% | +$10.3K | 0.16% | 147 |
|
|
2018
Q4 | $1.07M | Sell |
7,740
-488
| -6% | -$72.3K | 0.15% | 158 |
|
|
2018
Q3 | $1.34M | Buy |
8,228
+258
| +3% | +$38.8K | 0.15% | 152 |
|
|
2018
Q2 | $1.14M | Sell |
7,970
-1,688
| -17% | -$235K | 0.14% | 157 |
|
|
2018
Q1 | $1.3M | Buy |
9,658
+3,323
| +52% | +$447K | 0.17% | 130 |
|
|
2017
Q4 | $850K | Buy |
+6,335
| New | +$764K | 0.12% | 183 |
|
Other funds holding UNP
Financial Advocates Investment Management's UNP Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of Union Pacific (UNP) in Q3 2025, closing a stake of 11,187 shares — an estimated $2.57M sold.
Financial Advocates Investment Management first reported a position in UNP in Q4 2017 and held it in 30 quarters. The position peaked at $3.74M in Q1 2024. 2,654 funds tracked by Wall St. Rank hold UNP as of Q3 2025.
- Financial Advocates Investment Management reported no remaining Union Pacific position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 11,187 Union Pacific shares in Q3 2025, an estimated $2.57M.
- Financial Advocates Investment Management first reported a position in Union Pacific in Q4 2017 and held it in 30 quarters.
- Financial Advocates Investment Management's Union Pacific position peaked at $3.74M in Q1 2024.
- 2,654 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.