Halbert Hargrove Global Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $44.6K | Buy |
164
+6
| +4% | +$1.57K | ﹤0.01% | 216 |
|
|
2026
Q1 | $38.3K | Hold |
158
| – | – | ﹤0.01% | 208 |
|
|
2025
Q4 | $36.5K | Sell |
158
-118
| -43% | -$26.9K | ﹤0.01% | 216 |
|
|
2025
Q3 | $65.2K | Buy |
276
+64
| +30% | +$14.4K | ﹤0.01% | 168 |
|
|
2025
Q2 | $48.8K | Buy |
212
+191
| +910% | +$42.4K | ﹤0.01% | 149 |
|
|
2025
Q1 | $4.96K | Sell |
21
-20
| -49% | -$4.81K | ﹤0.01% | 311 |
|
|
2024
Q4 | $9.45K | Buy |
+41
| New | +$9.71K | ﹤0.01% | 231 |
|
|
2023
Q2 | – | Sell |
-1,551
| Closed | -$312K | – | 166 |
|
|
2023
Q1 | $312K | Sell |
1,551
-77
| -5% | -$15.6K | 0.02% | 106 |
|
|
2022
Q4 | $337K | Buy |
1,628
+26
| +2% | +$5.33K | 0.02% | 97 |
|
|
2022
Q3 | $312K | Buy |
1,602
+36
| +2% | +$7.97K | 0.02% | 101 |
|
|
2022
Q2 | $334K | Sell |
1,566
-30
| -2% | -$6.83K | 0.02% | 97 |
|
|
2022
Q1 | $437K | Buy |
1,596
+93
| +6% | +$23.5K | 0.03% | 85 |
|
|
2021
Q4 | $379K | Sell |
1,503
-90
| -6% | -$21.3K | 0.02% | 97 |
|
|
2021
Q3 | $312K | Sell |
1,593
-74
| -4% | -$16K | 0.02% | 97 |
|
|
2021
Q2 | $367K | Buy |
1,667
+100
| +6% | +$22.3K | 0.02% | 90 |
|
|
2021
Q1 | $345K | Buy |
1,567
+31
| +2% | +$6.51K | 0.02% | 83 |
|
|
2020
Q4 | $320K | Buy |
1,536
+199
| +15% | +$39.7K | 0.02% | 77 |
|
|
2020
Q3 | $263K | Sell |
1,337
-4
| -0.3% | -$743 | 0.03% | 76 |
|
|
2020
Q2 | $227K | Buy |
+1,341
| New | +$215K | 0.03% | 76 |
|
|
2020
Q1 | – | Sell |
-1,346
| Closed | -$244K | – | 102 |
|
|
2019
Q4 | $244K | Sell |
1,346
-39
| -3% | -$6.68K | 0.06% | 66 |
|
|
2019
Q3 | $224K | Buy |
1,385
+6
| +0.4% | +$1.01K | 0.06% | 73 |
|
|
2019
Q2 | $233K | Buy |
+1,379
| New | +$236K | 0.06% | 69 |
|
|
2019
Q1 | – | Sell |
-1,519
| Closed | -$210K | – | 78 |
|
|
2018
Q4 | $210K | Buy |
1,519
+84
| +6% | +$12.4K | 0.05% | 71 |
|
|
2018
Q3 | $234K | Sell |
1,435
-51
| -3% | -$7.68K | 0.06% | 64 |
|
|
2018
Q2 | $211K | Sell |
1,486
-16
| -1% | -$2.23K | 0.06% | 71 |
|
|
2018
Q1 | $202K | Buy |
+1,502
| New | +$202K | 0.05% | 70 |
|
|
2015
Q3 | – | Sell |
-6,396
| Closed | -$610K | – | 160 |
|
|
2015
Q2 | $610K | Buy |
6,396
+262
| +4% | +$27.3K | 0.15% | 59 |
|
|
2015
Q1 | $664K | Buy |
6,134
+2,687
| +78% | +$315K | 0.21% | 54 |
|
|
2014
Q4 | $411K | Sell |
3,447
-132
| -4% | -$15.2K | 0.2% | 53 |
|
|
2014
Q3 | $388K | Sell |
3,579
-2,186
| -38% | -$226K | 0.11% | 77 |
|
|
2014
Q2 | $575K | Buy |
5,765
+9
| +0.2% | +$872 | 0.17% | 34 |
|
|
2014
Q1 | $540K | Sell |
5,756
-170
| -3% | -$15.1K | 0.17% | 34 |
|
|
2013
Q4 | $498K | Sell |
5,926
-4,650
| -44% | -$368K | 0.15% | 42 |
|
|
2013
Q3 | $821K | Sell |
10,576
-88
| -0.8% | -$6.96K | 0.27% | 23 |
|
|
2013
Q2 | $823K | Buy |
+10,664
| New | +$804K | 0.3% | 22 |
|
Other funds holding UNP
Halbert Hargrove Global Advisors's UNP Position: Q2 2026 in Review
Halbert Hargrove Global Advisors increased its Union Pacific (UNP) stake by 3.8% in Q2 2026, buying an estimated $1.57K and bringing the position to 164 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #216.
Halbert Hargrove Global Advisors first reported a position in UNP in Q2 2013 and has held it in 35 quarters since. The position peaked at $823K in Q2 2013. 2,865 funds tracked by Wall St. Rank hold UNP as of Q2 2026.
- Halbert Hargrove Global Advisors held 164 shares of Union Pacific worth $44.6K as of Q2 2026.
- Halbert Hargrove Global Advisors bought 6 Union Pacific shares in Q2 2026, an estimated $1.57K.
- Union Pacific made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #216 holding.
- Halbert Hargrove Global Advisors first reported a position in Union Pacific in Q2 2013 and has held it in 35 quarters since.
- Halbert Hargrove Global Advisors's Union Pacific position peaked at $823K in Q2 2013.
- 2,865 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.
Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.