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Gladstone Institutional Advisory’s Union Pacific UNP Stock Holding History

Gladstone Institutional Advisory’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
Q1 		$4.58M Buy
18,890
+61
+0.3% +$14.9K 0.17% 136
2025
Q4 		$4.36M Sell
18,829
-137
-0.7% -$31.3K 0.16% 138
2025
Q3 		$4.48M Buy
18,966
+447
+2% +$101K 0.17% 133
2025
Q2 		$4.26M Sell
18,519
-20,188
-52% -$4.48M 0.18% 135
2025
Q1 		$9.14M Buy
38,707
+20,735
+115% +$4.99M 0.43% 49
2024
Q4 		$4.1M Buy
17,972
+57
+0.3% +$13.5K 0.19% 124
2024
Q3 		$4.42M Sell
17,915
-1,871
-9% -$454K 0.22% 115
2024
Q2 		$4.48M Buy
19,786
+1,274
+7% +$299K 0.23% 115
2024
Q1 		$4.55M Sell
18,512
-1,826
-9% -$449K 0.25% 110
2023
Q4 		$5M Buy
20,338
+1,624
+9% +$357K 0.28% 93
2023
Q3 		$3.81M Sell
18,714
-1,029
-5% -$224K 0.25% 104
2023
Q2 		$4.04M Sell
19,743
-3,866
-16% -$769K 0.25% 108
2023
Q1 		$4.75M Sell
23,609
-1,197
-5% -$243K 0.31% 87
2022
Q4 		$5.14M Sell
24,806
-5,031
-17% -$1.03M 0.36% 65
2022
Q3 		$5.81M Buy
29,837
+844
+3% +$187K 0.45% 44
2022
Q2 		$6.18M Buy
28,993
+1,031
+4% +$235K 0.49% 39
2022
Q1 		$7.64M Buy
27,962
+6,169
+28% +$1.56M 0.52% 37
2021
Q4 		$5.49M Buy
21,793
+1,037
+5% +$246K 0.43% 61
2021
Q3 		$4.07M Buy
20,756
+11,569
+126% +$2.5M 0.4% 68
2021
Q2 		$2.02M Buy
9,187
+3,322
+57% +$740K 0.24% 105
2021
Q1 		$1.29M Buy
+5,865
New +$1.23M 0.2% 110

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Gladstone Institutional Advisory's UNP Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Union Pacific (UNP) stake by 0.32% in Q1 2026, buying an estimated $14.9K and bringing the position to 18,890 shares worth $4.58M. The position accounts for 0.17% of the portfolio, ranked #136.

Gladstone Institutional Advisory first reported a position in UNP in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.14M in Q1 2025. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Gladstone Institutional Advisory held 18,890 shares of Union Pacific worth $4.58M as of Q1 2026.
  • Gladstone Institutional Advisory bought 61 Union Pacific shares in Q1 2026, an estimated $14.9K.
  • Union Pacific made up 0.17% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #136 holding.
  • Gladstone Institutional Advisory first reported a position in Union Pacific in Q1 2021 and has held it in 21 quarters since.
  • Gladstone Institutional Advisory's Union Pacific position peaked at $9.14M in Q1 2025.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.