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Great Diamond Partners’s Union Pacific UNP Stock Holding History

Great Diamond Partners’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 		$606K Sell
2,229
-65
-3% -$17.1K 0.1% 152
2026
Q1 		$557K Sell
2,294
-35
-2% -$8.57K 0.11% 152
2025
Q4 		$539K Sell
2,329
-235
-9% -$53.6K 0.1% 155
2025
Q3 		$606K Sell
2,564
-201
-7% -$45.3K 0.12% 142
2025
Q2 		$636K Sell
2,765
-227
-8% -$50.4K 0.13% 136
2025
Q1 		$707K Sell
2,992
-21
-0.7% -$5.05K 0.19% 99
2024
Q4 		$687K Buy
3,013
+22
+0.7% +$5.21K 0.18% 99
2024
Q3 		$737K Sell
2,991
-726
-20% -$176K 0.19% 100
2024
Q2 		$841K Sell
3,717
-247
-6% -$57.9K 0.2% 100
2024
Q1 		$975K Sell
3,964
-47
-1% -$11.6K 0.22% 98
2023
Q4 		$985K Buy
4,011
+165
+4% +$36.3K 0.24% 91
2023
Q3 		$783K Sell
3,846
-22
-0.6% -$4.79K 0.21% 99
2023
Q2 		$791K Sell
3,868
-40
-1% -$7.95K 0.21% 99
2023
Q1 		$787K Sell
3,908
-446
-10% -$90.4K 0.23% 96
2022
Q4 		$902K Sell
4,354
-380
-8% -$77.9K 0.28% 86
2022
Q3 		$922K Buy
4,734
+3
+0.1% +$664 0.32% 77
2022
Q2 		$1.01M Sell
4,731
-154
-3% -$35K 0.34% 72
2022
Q1 		$1.33M Sell
4,885
-38
-0.8% -$9.6K 0.37% 63
2021
Q4 		$1.24M Sell
4,923
-394
-7% -$93.3K 0.32% 69
2021
Q3 		$1.04M Buy
5,317
+305
+6% +$65.9K 0.29% 81
2021
Q2 		$1.1M Sell
5,012
-5
-0.1% -$1.11K 0.31% 76
2021
Q1 		$1.1M Buy
5,017
+35
+0.7% +$7.35K 0.34% 69
2020
Q4 		$1.04M Buy
4,982
+42
+0.9% +$8.39K 0.33% 66
2020
Q3 		$972K Sell
4,940
-573
-10% -$106K 0.36% 60
2020
Q2 		$932K Buy
5,513
+76
+1% +$12.2K 0.39% 58
2020
Q1 		$766K Sell
5,437
-10
-0.2% -$1.65K 0.39% 55
2019
Q4 		$984K Buy
+5,447
New +$933K 0.37% 56

Other funds holding UNP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Great Diamond Partners's UNP Position: Q2 2026 in Review

Great Diamond Partners reduced its Union Pacific (UNP) stake by 2.8% in Q2 2026, selling an estimated $17.1K and leaving 2,229 shares worth $606K. The position accounts for 0.1% of the portfolio, ranked #152.

Great Diamond Partners first reported a position in UNP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.33M in Q1 2022. 1,352 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Great Diamond Partners held 2,229 shares of Union Pacific worth $606K as of Q2 2026.
  • Great Diamond Partners sold 65 Union Pacific shares in Q2 2026, an estimated $17.1K.
  • Union Pacific made up 0.1% of Great Diamond Partners's portfolio in Q2 2026, its #152 holding.
  • Great Diamond Partners first reported a position in Union Pacific in Q4 2019 and has held it in 27 quarters since.
  • Great Diamond Partners's Union Pacific position peaked at $1.33M in Q1 2022.
  • 1,352 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.