Garrett Wealth Advisory Group’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.8M | Buy |
6,633
+7
| +0.1% | +$1.84K | 0.28% | 35 |
|
|
2026
Q1 | $1.61M | Buy |
6,626
+127
| +2% | +$31.1K | 0.29% | 34 |
|
|
2025
Q4 | $1.5M | Buy |
6,499
+1,438
| +28% | +$328K | 0.28% | 30 |
|
|
2025
Q3 | $1.2M | Sell |
5,061
-52
| -1% | -$11.7K | 0.23% | 34 |
|
|
2025
Q2 | $1.18M | Sell |
5,113
-15
| -0.3% | -$3.33K | 0.25% | 30 |
|
|
2025
Q1 | $1.21M | Buy |
5,128
+6
| +0.1% | +$1.44K | 0.27% | 29 |
|
|
2024
Q4 | $1.17M | Sell |
5,122
-33
| -0.6% | -$7.81K | 0.27% | 30 |
|
|
2024
Q3 | $1.27M | Buy |
5,155
+135
| +3% | +$32.7K | 0.31% | 31 |
|
|
2024
Q2 | $1.14M | Buy |
5,020
+1
| +0% | +$234 | 0.42% | 26 |
|
|
2024
Q1 | $1.23M | Sell |
5,019
-20
| -0.4% | -$4.92K | 0.51% | 22 |
|
|
2023
Q4 | $1.24M | Sell |
5,039
-89
| -2% | -$19.6K | 0.52% | 23 |
|
|
2023
Q3 | $1.04M | Sell |
5,128
-174
| -3% | -$37.9K | 0.48% | 22 |
|
|
2023
Q2 | $1.08M | Buy |
5,302
+73
| +1% | +$14.5K | 0.48% | 24 |
|
|
2023
Q1 | $1.05M | Sell |
5,229
-111
| -2% | -$22.5K | 0.51% | 23 |
|
|
2022
Q4 | $1.11M | Sell |
5,340
-169
| -3% | -$34.7K | 0.57% | 23 |
|
|
2022
Q3 | $1.07M | Sell |
5,509
-38
| -0.7% | -$8.41K | 0.6% | 22 |
|
|
2022
Q2 | $1.18M | Sell |
5,547
-54
| -1% | -$12.3K | 0.64% | 21 |
|
|
2022
Q1 | $1.53M | Sell |
5,601
-15
| -0.3% | -$3.79K | 0.79% | 22 |
|
|
2021
Q4 | $1.42M | Sell |
5,616
-34
| -0.6% | -$8.05K | 0.69% | 22 |
|
|
2021
Q3 | $1.11M | Buy |
5,650
+53
| +0.9% | +$11.4K | 0.71% | 18 |
|
|
2021
Q2 | $1.23M | Buy |
5,597
+1
| +0% | +$223 | 0.81% | 16 |
|
|
2021
Q1 | $1.23M | Sell |
5,596
-159
| -3% | -$33.4K | 0.87% | 16 |
|
|
2020
Q4 | $1.2M | Sell |
5,755
-187
| -3% | -$37.3K | 0.9% | 16 |
|
|
2020
Q3 | $1.17M | Sell |
5,942
-82
| -1% | -$15.2K | 0.93% | 15 |
|
|
2020
Q2 | $1.02M | Sell |
6,024
-275
| -4% | -$44.1K | 0.82% | 16 |
|
|
2020
Q1 | $890K | Buy |
6,299
+191
| +3% | +$31.6K | 0.84% | 17 |
|
|
2019
Q4 | $1.1M | Sell |
6,108
-33
| -0.5% | -$5.65K | 0.82% | 16 |
|
|
2019
Q3 | $995K | Sell |
6,141
-8
| -0.1% | -$1.34K | 0.7% | 18 |
|
|
2019
Q2 | $1.04M | Sell |
6,149
-81
| -1% | -$13.9K | 0.83% | 17 |
|
|
2019
Q1 | $1.05M | Sell |
6,230
-151
| -2% | -$24.3K | 0.86% | 16 |
|
|
2018
Q4 | $885K | Buy |
+6,381
| New | +$945K | 0.81% | 17 |
|
Other funds holding UNP
Garrett Wealth Advisory Group's UNP Position: Q2 2026 in Review
Garrett Wealth Advisory Group increased its Union Pacific (UNP) stake by 0.11% in Q2 2026, buying an estimated $1.84K and bringing the position to 6,633 shares worth $1.8M. The position accounts for 0.28% of the portfolio, ranked #35.
Garrett Wealth Advisory Group first reported a position in UNP in Q4 2018 and has held it in 31 quarters since. 2,878 funds tracked by Wall St. Rank hold UNP as of Q2 2026.
- Garrett Wealth Advisory Group held 6,633 shares of Union Pacific worth $1.8M as of Q2 2026.
- Garrett Wealth Advisory Group bought 7 Union Pacific shares in Q2 2026, an estimated $1.84K.
- Union Pacific made up 0.28% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #35 holding.
- Garrett Wealth Advisory Group first reported a position in Union Pacific in Q4 2018 and has held it in 31 quarters since.
- 2,878 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.
Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.