FAIM
UNP icon

Financial Advocates Investment Management’s Union Pacific UNP Stock Holding History

Financial Advocates Investment Management’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
2022
Q4 		– Sell
-5,422
Closed -$1.07M – 872
2022
Q3 		$1.07M Buy
+5,422
New +$1.2M 0.09% 239

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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.