Madrona Financial Services’s Union Pacific UNP Stock Holding History

Madrona Financial 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 Q3	$320K	Sell	1,175 -2	-0.2%	-$582	0.05%	114
2026 Q2	$320K	Sell	1,177 -12	-1%	-$3.15K	0.06%	97
2026 Q1	$288K	Hold	1,189	–	–	0.06%	91
2025 Q4	$275K	Sell	1,189 -563	-32%	-$129K	0.06%	100
2025 Q3	$414K	Sell	1,752 -1	-0.1%	-$225	0.09%	69
2025 Q2	$403K	Sell	1,753 -4	-0.2%	-$888	0.1%	68
2025 Q1	$415K	Sell	1,757 -14	-0.8%	-$3.37K	0.11%	65
2024 Q4	$404K	Sell	1,771 -5	-0.3%	-$1.18K	0.11%	66
2024 Q3	$438K	Buy	1,776 +38	+2%	+$9.21K	0.12%	62
2024 Q2	$393K	Sell	1,738 -133	-7%	-$31.2K	0.12%	60
2024 Q1	$460K	Buy	1,871 +64	+4%	+$15.8K	0.16%	52
2023 Q4	$444K	Sell	1,807 -270	-13%	-$59.4K	0.18%	51
2023 Q3	$423K	Buy	2,077 +430	+26%	+$93.6K	0.19%	61
2023 Q2	$337K	Buy	+1,647	New	+$327K	0.16%	69
2022 Q1	–	Sell	-1,002	Closed	-$252K	–	82
2021 Q4	$252K	Buy	+1,002	New	+$237K	0.11%	65
2021 Q3	–	Sell	-969	Closed	-$213K	–	68
2021 Q2	$213K	Hold	969	–	–	0.11%	55
2021 Q1	$214K	Buy	+969	New	+$203K	0.11%	57
2020 Q1	–	Sell	-2,223	Closed	-$402K	–	58
2019 Q4	$402K	Hold	2,223	–	–	0.29%	41
2019 Q3	$360K	Hold	2,223	–	–	0.26%	44
2019 Q2	$376K	Hold	2,223	–	–	0.35%	33
2019 Q1	$372K	Hold	2,223	–	–	0.41%	30
2018 Q4	$307K	Hold	2,223	–	–	0.27%	30
2018 Q3	$362K	Hold	2,223	–	–	0.28%	30
2018 Q2	$315K	Hold	2,223	–	–	0.25%	33
2018 Q1	$299K	Hold	2,223	–	–	0.24%	35
2017 Q4	$298K	Sell	2,223 -7	-0.3%	-$844	0.25%	33
2017 Q3	$259K	Buy	2,230 +7	+0.3%	+$751	0.24%	31
2017 Q2	$242K	Hold	2,223	–	–	0.25%	33
2017 Q1	$235K	Hold	2,223	–	–	0.25%	33
2016 Q4	$230K	Hold	2,223	–	–	0.25%	36
2016 Q3	$217K	Buy	+2,223	New	+$208K	0.23%	36

Other funds holding UNP

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Madrona Financial Services's UNP Position: Q3 2026 in Review

Madrona Financial Services reduced its Union Pacific (UNP) stake by 0.17% in Q3 2026, selling an estimated $582 and leaving 1,175 shares worth $320K. The position accounts for 0.05% of the portfolio, ranked #114.

Madrona Financial Services first reported a position in UNP in Q3 2016 and has held it in 31 quarters since. The position peaked at $460K in Q1 2024. 1,243 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Madrona Financial Services held 1,175 shares of Union Pacific worth $320K as of Q3 2026.
Madrona Financial Services sold 2 Union Pacific shares in Q3 2026, an estimated $582.
Union Pacific made up 0.05% of Madrona Financial Services's portfolio in Q3 2026, its #114 holding.
Madrona Financial Services first reported a position in Union Pacific in Q3 2016 and has held it in 31 quarters since.
Madrona Financial Services's Union Pacific position peaked at $460K in Q1 2024.
1,243 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.