McClarren Financial Advisors’s Union Pacific UNP Stock Holding History

McClarren 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	$241K	Hold	886	–	–	0.12%	77
2026 Q1	$215K	Hold	886	–	–	0.13%	76
2025 Q4	$205K	Buy	886 +650	+275%	+$148K	0.12%	75
2025 Q3	$209K	Sell	236 -650	-73%	-$146K	0.13%	73
2025 Q2	$204K	Buy	886 +650	+275%	+$144K	0.13%	72
2025 Q1	$209K	Buy	+236	New	+$56.8K	0.14%	70
2024 Q4	–	Sell	-246	Closed	-$218K	–	302
2024 Q3	$218K	Buy	246 +20	+9%	+$4.85K	0.03%	69
2024 Q2	$209K	Sell	226 -698	-76%	-$164K	0.15%	68
2024 Q1	$228K	Hold	924	–	–	0.16%	65
2023 Q4	$227K	Hold	924	–	–	0.17%	66
2023 Q3	$188K	Sell	924 -29	-3%	-$6.32K	0.16%	66
2023 Q2	$195K	Hold	953	–	–	0.16%	68
2023 Q1	$191K	Hold	953	–	–	0.17%	68
2022 Q4	$197K	Hold	953	–	–	0.19%	65
2022 Q3	$185K	Hold	953	–	–	0.18%	63
2022 Q2	$203K	Hold	953	–	–	0.65%	31
2022 Q1	$260K	Hold	953	–	–	0.19%	51
2021 Q4	$241K	Hold	953	–	–	0.16%	58
2021 Q3	$186K	Hold	953	–	–	0.14%	56
2021 Q2	$209K	Hold	953	–	–	0.17%	50
2021 Q1	$210K	Hold	953	–	–	0.19%	48
2020 Q4	$198K	Buy	+953	New	+$190K	0.19%	46

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

McClarren Financial Advisors held its Union Pacific (UNP) position steady in Q2 2026 at 886 shares worth $241K. The position accounts for 0.12% of the portfolio, ranked #77.

McClarren Financial Advisors first reported a position in UNP in Q4 2020 and has held it in 22 quarters since. The position peaked at $260K in Q1 2022. 2,878 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

McClarren Financial Advisors held 886 shares of Union Pacific worth $241K as of Q2 2026.
McClarren Financial Advisors left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.12% of McClarren Financial Advisors's portfolio in Q2 2026, its #77 holding.
McClarren Financial Advisors first reported a position in Union Pacific in Q4 2020 and has held it in 22 quarters since.
McClarren Financial Advisors's Union Pacific position peaked at $260K in Q1 2022.
2,878 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.