GoalVest Advisory’s Union Pacific UNP Stock Holding History

GoalVest 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 Q2	$1.09K	Buy	+4	New	+$1.05K	﹤0.01%	479
2026 Q1	–	Sell	-215	Closed	-$49.7K	–	544
2025 Q4	$49.7K	Buy	+215	New	+$49.1K	0.01%	245
2025 Q3	–	Sell	-223	Closed	-$51.3K	–	414
2025 Q2	$51.3K	Sell	223 -4	-2%	-$888	0.01%	205
2025 Q1	$53.6K	Buy	227 +4	+2%	+$963	0.01%	180
2024 Q4	$50.9K	Hold	223	–	–	0.01%	185
2024 Q3	$55K	Buy	+223	New	+$54.1K	0.02%	180
2023 Q4	–	Sell	-4	Closed	-$815	–	493
2023 Q3	$815	Buy	+4	New	+$871	﹤0.01%	447
2023 Q2	–	Sell	-7	Closed	-$1.42K	–	411
2023 Q1	$1.42K	Hold	7	–	–	﹤0.01%	228
2022 Q4	$1.46K	Hold	7	–	–	﹤0.01%	222
2022 Q3	$1K	Sell	7 -2,380	-100%	-$527K	﹤0.01%	249
2022 Q2	$502K	Buy	2,387 +2,375	+19,792%	+$540K	0.32%	92
2022 Q1	$3K	Buy	+12	New	+$3.03K	﹤0.01%	282
2021 Q1	–	Sell	-6	Closed	-$1K	–	233
2020 Q4	$1K	Buy	+6	New	+$1.2K	﹤0.01%	201

Other funds holding UNP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

GoalVest Advisory's UNP Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Union Pacific (UNP) in Q2 2026: 4 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #479 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in UNP as recently as Q4 2025.

GoalVest Advisory first reported a position in UNP in Q4 2020 and has held it in 13 quarters since. The position peaked at $502K in Q2 2022. 512 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

GoalVest Advisory held 4 shares of Union Pacific worth $1.09K as of Q2 2026.
Union Pacific was a new GoalVest Advisory position in Q2 2026.
Union Pacific made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #479 holding.
GoalVest Advisory first reported a position in Union Pacific in Q4 2020 and has held it in 13 quarters since.
GoalVest Advisory's Union Pacific position peaked at $502K in Q2 2022.
512 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.