IMA Advisory Services’s Union Pacific UNP Stock Holding History

IMA Advisory Services’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	$51.7K	Buy	213 +1	+0.5%	+$245	0.01%	245
2025 Q4	$49K	Buy	212 +31	+17%	+$7.08K	﹤0.01%	249
2025 Q3	$42.8K	Sell	181 -1	-0.5%	-$225	﹤0.01%	254
2025 Q2	$41.9K	Buy	182 +2	+1%	+$444	﹤0.01%	239
2025 Q1	$42.5K	Buy	+180	New	+$43.3K	0.01%	240
2024 Q4	–	Sell	-180	Closed	-$44.4K	–	279
2024 Q3	$44.4K	Buy	+180	New	+$43.6K	0.01%	191
2023 Q4	–	Sell	-180	Closed	-$36.7K	–	255
2023 Q3	$36.7K	Hold	180	–	–	0.01%	191
2023 Q2	$36.8K	Buy	+180	New	+$35.8K	0.01%	195
2023 Q1	–	Sell	-520	Closed	-$108K	–	341
2022 Q4	$108K	Hold	520	–	–	0.03%	156
2022 Q3	$101K	Hold	520	–	–	0.03%	157
2022 Q2	$111K	Buy	520 +200	+63%	+$45.5K	0.03%	163
2022 Q1	$87K	Hold	320	–	–	0.02%	150
2021 Q4	$81K	Hold	320	–	–	0.02%	160
2021 Q3	$63K	Hold	320	–	–	0.01%	157
2021 Q2	$70K	Hold	320	–	–	0.02%	150
2021 Q1	$71K	Hold	320	–	–	0.02%	146
2020 Q4	$67K	Sell	320 -16	-5%	-$3.2K	0.02%	142
2020 Q3	$66K	Buy	336 +16	+5%	+$2.97K	0.02%	146
2020 Q2	$54K	Hold	320	–	–	0.02%	149
2020 Q1	$45K	Hold	320	–	–	0.02%	154
2019 Q4	$58K	Hold	320	–	–	0.02%	146
2019 Q3	$52K	Hold	320	–	–	0.02%	150
2019 Q2	$54K	Sell	320 -400	-56%	-$68.5K	0.02%	146
2019 Q1	$120K	Buy	720 +400	+125%	+$64.4K	0.05%	123
2018 Q4	$44K	Sell	320 -4	-1%	-$593	0.02%	162
2018 Q3	$53K	Buy	324 +4	+1%	+$602	0.02%	155
2018 Q2	$45K	Buy	+320	New	+$44.6K	0.02%	174
2016 Q1	–	Sell	-2,930	Closed	-$204K	–	131
2015 Q4	$204K	Hold	2,930	–	–	0.12%	114
2015 Q3	$231K	Sell	2,930 -340	-10%	-$31K	0.15%	108
2015 Q2	$312K	Hold	3,270	–	–	0.15%	114
2015 Q1	$354K	Buy	3,270 +50	+2%	+$5.87K	0.17%	109
2014 Q4	$384K	Buy	3,220 +10	+0.3%	+$1.15K	0.2%	102
2014 Q3	$348K	Sell	3,210 -400	-11%	-$41.4K	0.16%	127
2014 Q2	$360K	Buy	3,610 +320	+10%	+$31K	0.16%	131
2014 Q1	$309K	Hold	3,290	–	–	0.14%	128
2013 Q4	$276K	Hold	3,290	–	–	0.13%	140
2013 Q3	$256K	Hold	3,290	–	–	0.13%	139
2013 Q2	$254K	Buy	+3,290	New	+$248K	0.14%	143

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IMA Advisory Services's UNP Position: Q1 2026 in Review

IMA Advisory Services increased its Union Pacific (UNP) stake by 0.47% in Q1 2026, buying an estimated $245 and bringing the position to 213 shares worth $51.7K. The position accounts for 0.01% of the portfolio, ranked #245.

IMA Advisory Services first reported a position in UNP in Q2 2013 and has held it in 38 quarters since. The position peaked at $384K in Q4 2014. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

IMA Advisory Services held 213 shares of Union Pacific worth $51.7K as of Q1 2026.
IMA Advisory Services bought 1 Union Pacific share in Q1 2026, an estimated $245.
Union Pacific made up 0.01% of IMA Advisory Services's portfolio in Q1 2026, its #245 holding.
IMA Advisory Services first reported a position in Union Pacific in Q2 2013 and has held it in 38 quarters since.
IMA Advisory Services's Union Pacific position peaked at $384K in Q4 2014.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.