Jackson Grant Investment Advisers’s Union Pacific UNP Stock Holding History

Jackson Grant Investment Advisers’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 Q2	$138K	Buy	506 +2	+0.4%	+$525	0.04%	148
2026 Q1	$122K	Buy	504 +3	+0.6%	+$735	0.04%	150
2025 Q4	$116K	Sell	501 -11	-2%	-$2.51K	0.04%	151
2025 Q3	$121K	Buy	512 +3	+0.6%	+$676	0.04%	148
2025 Q2	$117K	Buy	509 +3	+0.6%	+$666	0.04%	138
2025 Q1	$120K	Buy	506 +3	+0.6%	+$722	0.05%	135
2024 Q4	$115K	Buy	503 +2	+0.4%	+$473	0.04%	136
2024 Q3	$123K	Buy	501 +3	+0.6%	+$727	0.05%	138
2024 Q2	$113K	Buy	498 +3	+0.6%	+$703	0.05%	139
2024 Q1	$122K	Buy	495 +2	+0.4%	+$492	0.05%	134
2023 Q4	$121K	Buy	493 +3	+0.6%	+$660	0.05%	132
2023 Q3	$99.8K	Buy	490 +3	+0.6%	+$653	0.05%	133
2023 Q2	$99.6K	Buy	487 +3	+0.6%	+$596	0.05%	135
2023 Q1	$97.4K	Buy	484 +17	+4%	+$3.44K	0.05%	145
2022 Q4	$96.7K	Buy	467 +3	+0.6%	+$615	0.05%	138
2022 Q3	$90K	Buy	464 +3	+0.7%	+$664	0.05%	139
2022 Q2	$98K	Buy	461 +3	+0.7%	+$683	0.05%	138
2022 Q1	$125K	Buy	+458	New	+$116K	0.05%	139
2021 Q4	–	Sell	-454	Closed	-$89K	–	311
2021 Q3	$89K	Buy	454 +2	+0.4%	+$432	0.04%	154
2021 Q2	$99K	Buy	452 +2	+0.4%	+$445	0.04%	145
2021 Q1	$99K	Buy	450 +2	+0.4%	+$420	0.05%	143
2020 Q4	$93K	Buy	448 +2	+0.4%	+$399	0.05%	137
2020 Q3	$88K	Buy	446 +3	+0.7%	+$558	0.05%	120
2020 Q2	$75K	Buy	443 +2	+0.5%	+$321	0.05%	124
2020 Q1	$62K	Buy	441 +3	+0.7%	+$496	0.05%	130
2019 Q4	$79K	Buy	438 +3	+0.7%	+$514	0.04%	131
2019 Q3	$71K	Buy	435 +2	+0.5%	+$336	0.04%	135
2019 Q2	$73K	Buy	433 +2	+0.5%	+$343	0.04%	130
2019 Q1	$72K	Buy	431 +3	+0.7%	+$483	0.04%	129
2018 Q4	$59K	Buy	428 +2	+0.5%	+$296	0.04%	134
2018 Q3	$69K	Buy	426 +3	+0.7%	+$452	0.04%	132
2018 Q2	$60K	Buy	423 +4	+1%	+$558	0.04%	139
2018 Q1	$56K	Hold	419	–	–	0.04%	138
2017 Q4	$56K	Buy	419 +2	+0.5%	+$241	0.04%	137
2017 Q3	$48K	Buy	417 +2	+0.5%	+$215	0.03%	144
2017 Q2	$45K	Buy	415 +3	+0.7%	+$327	0.03%	134
2017 Q1	$44K	Buy	412 +2	+0.5%	+$213	0.04%	129
2016 Q4	$43K	Buy	410 +2	+0.5%	+$197	0.04%	128
2016 Q3	$40K	Buy	408 +3	+0.7%	+$281	0.03%	125
2016 Q2	$35K	Buy	405 +2	+0.5%	+$169	0.03%	127
2016 Q1	$32K	Buy	403 +3	+0.8%	+$232	0.03%	121
2015 Q4	$31K	Buy	+400	New	+$34.3K	0.03%	125

Other funds holding UNP

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Jackson Grant Investment Advisers's UNP Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Union Pacific (UNP) stake by 0.4% in Q2 2026, buying an estimated $525 and bringing the position to 506 shares worth $138K. The position accounts for 0.04% of the portfolio, ranked #148.

Jackson Grant Investment Advisers first reported a position in UNP in Q4 2015 and has held it in 42 quarters since. 1,349 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Jackson Grant Investment Advisers held 506 shares of Union Pacific worth $138K as of Q2 2026.
Jackson Grant Investment Advisers bought 2 Union Pacific shares in Q2 2026, an estimated $525.
Union Pacific made up 0.04% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #148 holding.
Jackson Grant Investment Advisers first reported a position in Union Pacific in Q4 2015 and has held it in 42 quarters since.
1,349 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.