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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Independent Advisor Alliance's UNP Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Union Pacific (UNP) stake by 57% in Q1 2026, selling an estimated $5.19M and leaving 15,934 shares worth $3.87M. The position accounts for 0.04% of the portfolio, ranked #380.

Independent Advisor Alliance first reported a position in UNP in Q1 2017 and has held it in 37 quarters since. The position peaked at $11.7M in Q1 2022. 2,765 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Independent Advisor Alliance held 15,934 shares of Union Pacific worth $3.87M as of Q1 2026.
  • Independent Advisor Alliance sold 21,179 Union Pacific shares in Q1 2026, an estimated $5.19M.
  • Union Pacific made up 0.04% of Independent Advisor Alliance's portfolio in Q1 2026, its #380 holding.
  • Independent Advisor Alliance first reported a position in Union Pacific in Q1 2017 and has held it in 37 quarters since.
  • Independent Advisor Alliance's Union Pacific position peaked at $11.7M in Q1 2022.
  • 2,765 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.