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Mayflower Financial Advisors’s Union Pacific UNP Stock Holding History

Mayflower Financial Advisors’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 		$1.08M Sell
3,957
-5
-0.1% -$1.31K 0.09% 182
2026
Q1 		$961K Buy
3,962
+464
+13% +$114K 0.12% 177
2025
Q4 		$809K Buy
3,498
+516
+17% +$118K 0.1% 181
2025
Q3 		$705K Buy
2,982
+130
+5% +$29.3K 0.09% 195
2025
Q2 		$656K Sell
2,852
-61
-2% -$13.5K 0.09% 198
2025
Q1 		$688K Sell
2,913
-107
-4% -$25.8K 0.1% 187
2024
Q4 		$689K Buy
3,020
+74
+3% +$17.5K 0.1% 181
2024
Q3 		$726K Sell
2,946
-7
-0.2% -$1.7K 0.11% 173
2024
Q2 		$668K Buy
2,953
+19
+0.6% +$4.45K 0.11% 179
2024
Q1 		$722K Buy
2,934
+257
+10% +$63.2K 0.12% 173
2023
Q4 		$658K Buy
2,677
+202
+8% +$44.4K 0.09% 176
2023
Q3 		$504K Buy
2,475
+85
+4% +$18.5K 0.08% 191
2023
Q2 		$489K Sell
2,390
-171
-7% -$34K 0.06% 204
2023
Q1 		$515K Sell
2,561
-78
-3% -$15.8K 0.07% 193
2022
Q4 		$546K Buy
2,639
+1,153
+78% +$236K 0.08% 182
2022
Q3 		$289K Buy
+1,486
New +$329K 0.05% 254
2022
Q2 		– Sell
-1,765
Closed -$482K – 368
2022
Q1 		$482K Sell
1,765
-260
-13% -$65.7K 0.06% 205
2021
Q4 		$510K Sell
2,025
-22
-1% -$5.21K 0.07% 193
2021
Q3 		$462K Sell
2,047
-32
-2% -$6.91K 0.06% 201
2021
Q2 		$457K Sell
2,079
-796
-28% -$177K 0.06% 180
2021
Q1 		$634K Hold
2,875
– – 0.09% 142
2020
Q4 		$599K Buy
+2,875
New +$574K 0.1% 138

Other funds holding UNP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mayflower Financial Advisors's UNP Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Union Pacific (UNP) stake by 0.13% in Q2 2026, selling an estimated $1.31K and leaving 3,957 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #182.

Mayflower Financial Advisors first reported a position in UNP in Q4 2020 and has held it in 22 quarters since. 1,003 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Mayflower Financial Advisors held 3,957 shares of Union Pacific worth $1.08M as of Q2 2026.
  • Mayflower Financial Advisors sold 5 Union Pacific shares in Q2 2026, an estimated $1.31K.
  • Union Pacific made up 0.09% of Mayflower Financial Advisors's portfolio in Q2 2026, its #182 holding.
  • Mayflower Financial Advisors first reported a position in Union Pacific in Q4 2020 and has held it in 22 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.