Independent Advisor Alliance’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 | $4.55M | Buy |
16,742
+808
| +5% | +$212K | 0.11% | 138 |
|
|
2026
Q1 | $3.87M | Sell |
15,934
-21,179
| -57% | -$5.19M | 0.04% | 380 |
|
|
2025
Q4 | $8.59M | Buy |
37,113
+111
| +0.3% | +$25.3K | 0.21% | 71 |
|
|
2025
Q3 | $8.75M | Buy |
37,002
+1,038
| +3% | +$234K | 0.23% | 66 |
|
|
2025
Q2 | $8.27M | Buy |
35,964
+267
| +0.7% | +$59.3K | 0.24% | 72 |
|
|
2025
Q1 | $8.43M | Buy |
35,697
+536
| +2% | +$129K | 0.28% | 61 |
|
|
2024
Q4 | $8.02M | Buy |
35,161
+2,107
| +6% | +$499K | 0.11% | 193 |
|
|
2024
Q3 | $8.15M | Buy |
33,054
+911
| +3% | +$221K | 0.3% | 62 |
|
|
2024
Q2 | $7.27M | Sell |
32,143
-5,689
| -15% | -$1.33M | 0.25% | 74 |
|
|
2024
Q1 | $9.3M | Sell |
37,832
-5,407
| -13% | -$1.33M | 0.34% | 58 |
|
|
2023
Q4 | $10.5M | Buy |
43,239
+1,749
| +4% | +$385K | 0.38% | 46 |
|
|
2023
Q3 | $8.45M | Buy |
41,490
+148
| +0.4% | +$32.2K | 0.38% | 52 |
|
|
2023
Q2 | $8.46M | Buy |
41,342
+187
| +0.5% | +$37.2K | 0.37% | 59 |
|
|
2023
Q1 | $8.28M | Sell |
41,155
-2,058
| -5% | -$417K | 0.4% | 56 |
|
|
2022
Q4 | $265K | Buy |
43,213
+591
| +1% | +$121K | 0.09% | 121 |
|
|
2022
Q3 | $8.3M | Buy |
42,622
+36
| +0.1% | +$7.97K | 0.48% | 47 |
|
|
2022
Q2 | $9.08M | Sell |
42,586
-211
| -0.5% | -$48K | 0.51% | 48 |
|
|
2022
Q1 | $11.7M | Sell |
42,797
-2,385
| -5% | -$602K | 0.56% | 42 |
|
|
2021
Q4 | $11.4M | Sell |
45,182
-33
| -0.1% | -$7.82K | 0.56% | 43 |
|
|
2021
Q3 | $8.86M | Buy |
45,215
+520
| +1% | +$112K | 0.49% | 52 |
|
|
2021
Q2 | $9.83M | Sell |
44,695
-24
| -0.1% | -$5.34K | 0.54% | 41 |
|
|
2021
Q1 | $9.86M | Buy |
44,719
+6,203
| +16% | +$1.3M | 0.58% | 43 |
|
|
2020
Q4 | $8.02M | Buy |
38,516
+451
| +1% | +$90.1K | 0.54% | 43 |
|
|
2020
Q3 | $7.49M | Buy |
38,065
+27,505
| +260% | +$5.11M | 0.57% | 45 |
|
|
2020
Q2 | $1.78M | Buy |
10,560
+799
| +8% | +$128K | 0.19% | 104 |
|
|
2020
Q1 | $1.38M | Sell |
9,761
-3,680
| -27% | -$608K | 0.2% | 92 |
|
|
2019
Q4 | $2.43M | Sell |
13,441
-697
| -5% | -$119K | 0.11% | 205 |
|
|
2019
Q3 | $2.31M | Sell |
14,138
-637
| -4% | -$107K | 0.28% | 83 |
|
|
2019
Q2 | $2.21M | Buy |
14,775
+1,234
| +9% | +$211K | 0.32% | 76 |
|
|
2019
Q1 | $2.26M | Buy |
13,541
+448
| +3% | +$72.1K | 0.32% | 74 |
|
|
2018
Q4 | $1.84M | Buy |
13,093
+1,203
| +10% | +$178K | 0.33% | 72 |
|
|
2018
Q3 | $1.79M | Buy |
11,890
+7,202
| +154% | +$1.08M | 0.32% | 75 |
|
|
2018
Q2 | $531K | Buy |
4,688
+1,445
| +45% | +$201K | 0.11% | 181 |
|
|
2018
Q1 | $432K | Buy |
3,243
+886
| +38% | +$119K | 0.1% | 207 |
|
|
2017
Q4 | $329K | Buy |
2,357
+396
| +20% | +$47.8K | 0.07% | 231 |
|
|
2017
Q3 | $223K | Buy |
1,961
+90
| +5% | +$9.65K | 0.06% | 242 |
|
|
2017
Q2 | $203K | Sell |
1,871
-289
| -13% | -$31.5K | 0.06% | 231 |
|
|
2017
Q1 | $231K | Buy |
+2,160
| New | +$230K | 0.04% | 349 |
|
Other funds holding UNP
Independent Advisor Alliance's UNP Position: Q2 2026 in Review
Independent Advisor Alliance increased its Union Pacific (UNP) stake by 5.1% in Q2 2026, buying an estimated $212K and bringing the position to 16,742 shares worth $4.55M. The position accounts for 0.11% of the portfolio, ranked #138.
Independent Advisor Alliance first reported a position in UNP in Q1 2017 and has held it in 38 quarters since. The position peaked at $11.7M in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.
- Independent Advisor Alliance held 16,742 shares of Union Pacific worth $4.55M as of Q2 2026.
- Independent Advisor Alliance bought 808 Union Pacific shares in Q2 2026, an estimated $212K.
- Union Pacific made up 0.11% of Independent Advisor Alliance's portfolio in Q2 2026, its #138 holding.
- Independent Advisor Alliance first reported a position in Union Pacific in Q1 2017 and has held it in 38 quarters since.
- Independent Advisor Alliance's Union Pacific position peaked at $11.7M in Q1 2022.
- 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.