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Independent Advisor Alliance’s Union Pacific UNP Stock Holding History

Independent Advisor Alliance’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
2020
Q2 		– Sell
-14
Closed -$1K – 545
2020
Q1 		$1K Buy
+14
New +$2.31K ﹤0.01% 427

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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. 2,895 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.
  • 2,895 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.