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Garton & Associates Financial Advisors’s Union Pacific UNP Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-6,390
Closed -$1.55M – 67
2026
Q1 		$1.55M Buy
6,390
+1,910
+43% +$468K 1.27% 25
2025
Q4 		$1.04M Buy
+4,480
New +$1.02M 0.58% 37

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Garton & Associates Financial Advisors's UNP Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of Union Pacific (UNP) in Q2 2026, closing a stake of 6,390 shares — an estimated $1.55M sold.

Garton & Associates Financial Advisors first reported a position in UNP in Q4 2025 and held it in 2 quarters. The position peaked at $1.55M in Q1 2026. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining Union Pacific position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 6,390 Union Pacific shares in Q2 2026, an estimated $1.55M.
  • Garton & Associates Financial Advisors first reported a position in Union Pacific in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's Union Pacific position peaked at $1.55M in Q1 2026.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.