Global Financial Private Client’s Union Pacific UNP Stock Holding History

Global Financial Private Client’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 Q3	$462K	Buy	1,698 +21	+1%	+$6.11K	0.13%	170
2026 Q2	$456K	Buy	1,677 +34	+2%	+$8.93K	0.12%	176
2026 Q1	$399K	Buy	1,643 +58	+4%	+$14.2K	0.13%	176
2025 Q4	$367K	Buy	1,585 +19	+1%	+$4.34K	0.13%	170
2025 Q3	$370K	Buy	1,566 +19	+1%	+$4.28K	0.13%	170
2025 Q2	$356K	Sell	1,547 -9	-0.6%	-$2K	0.13%	165
2025 Q1	$368K	Buy	1,556 +28	+2%	+$6.74K	0.14%	151
2024 Q4	$348K	Buy	1,528 +10	+0.7%	+$2.37K	0.13%	160
2024 Q3	$374K	Buy	1,518 +113	+8%	+$27.4K	0.15%	152
2024 Q2	$318K	Hold	1,405	–	–	0.13%	155
2024 Q1	$342K	Hold	1,405	–	–	0.15%	145
2023 Q4	$345K	Hold	1,405	–	–	0.16%	143
2023 Q3	$285K	Hold	1,405	–	–	0.15%	141
2023 Q2	$290K	Hold	1,405	–	–	0.14%	148
2023 Q1	$280K	Hold	1,405	–	–	0.14%	134
2022 Q4	$291K	Buy	1,405 +10	+0.7%	+$2.05K	0.16%	112
2022 Q3	$279K	Hold	1,395	–	–	0.16%	116
2022 Q2	$300K	Buy	1,395 +558	+67%	+$127K	0.17%	112
2022 Q1	$218K	Hold	837	–	–	0.11%	138
2021 Q4	$211K	Hold	837	–	–	0.1%	138
2021 Q3	$169K	Hold	837	–	–	0.09%	147
2021 Q2	$187K	Hold	837	–	–	0.1%	139
2021 Q1	$184K	Hold	837	–	–	0.13%	117
2020 Q4	$174K	Buy	837 +32	+4%	+$6.39K	0.14%	111
2020 Q3	$156K	Hold	805	–	–	0.14%	112
2020 Q2	$134K	Hold	805	–	–	0.12%	131
2020 Q1	$110K	Hold	805	–	–	0.12%	134
2019 Q4	$146K	Buy	+805	New	+$138K	0.12%	137

Other funds holding UNP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Global Financial Private Client's UNP Position: Q3 2026 in Review

Global Financial Private Client increased its Union Pacific (UNP) stake by 1.3% in Q3 2026, buying an estimated $6.11K and bringing the position to 1,698 shares worth $462K. The position accounts for 0.13% of the portfolio, ranked #170.

Global Financial Private Client first reported a position in UNP in Q4 2019 and has held it in 28 quarters since. 2,258 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Global Financial Private Client held 1,698 shares of Union Pacific worth $462K as of Q3 2026.
Global Financial Private Client bought 21 Union Pacific shares in Q3 2026, an estimated $6.11K.
Union Pacific made up 0.13% of Global Financial Private Client's portfolio in Q3 2026, its #170 holding.
Global Financial Private Client first reported a position in Union Pacific in Q4 2019 and has held it in 28 quarters since.
2,258 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.