McLean Asset Management
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McLean Asset Management’s Union Pacific UNP Stock Holding History

McLean Asset Management’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 		$556K Sell
1,867
-14
-0.7% -$4.07K 0.07% 97
2026
Q2 		$550K Sell
1,881
-68
-3% -$17.9K 0.07% 99
2026
Q1 		$473K Sell
1,949
-117
-6% -$28.6K 0.08% 100
2025
Q4 		$469K Sell
2,066
-5
-0.2% -$1.14K 0.08% 95
2025
Q3 		$492K Buy
2,071
+5
+0.2% +$1.13K 0.1% 91
2025
Q2 		$490K Buy
2,066
+15
+0.7% +$3.33K 0.13% 83
2025
Q1 		$427K Buy
2,051
+24
+1% +$5.78K 0.14% 82
2024
Q4 		$462K Buy
2,027
+10
+0.5% +$2.37K 0.14% 80
2024
Q3 		$482K Buy
2,017
+16
+0.8% +$3.88K 0.15% 80
2024
Q2 		$449K Sell
2,001
-123
-6% -$28.8K 0.15% 80
2024
Q1 		$511K Buy
2,124
+5
+0.2% +$1.23K 0.18% 69
2023
Q4 		$508K Sell
2,119
-46
-2% -$10.1K 0.19% 63
2023
Q3 		$447K Buy
2,165
+50
+2% +$10.9K 0.18% 64
2023
Q2 		$433K Buy
2,115
+26
+1% +$5.17K 0.17% 73
2023
Q1 		$421K Sell
2,089
-195
-9% -$39.5K 0.17% 71
2022
Q4 		$473K Buy
2,284
+2
+0.1% +$410 0.16% 65
2022
Q3 		$446K Sell
2,282
-2
-0.1% -$443 0.17% 61
2022
Q2 		$479K Buy
2,284
+7
+0.3% +$1.59K 0.19% 58
2022
Q1 		$622K Sell
2,277
-15
-0.7% -$3.79K 0.46% 40
2021
Q4 		$566K Sell
2,292
-130
-5% -$30.8K 0.22% 48
2021
Q3 		$583K Buy
2,422
+126
+5% +$27.2K 0.22% 47
2021
Q2 		$502K Buy
2,296
+17
+0.7% +$3.79K 0.22% 48
2021
Q1 		$514K Buy
2,279
+24
+1% +$5.04K 0.41% 41
2020
Q4 		$470K Buy
+2,255
New +$450K 0.41% 39

Other funds holding UNP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

McLean Asset Management's UNP Position: Q3 2026 in Review

McLean Asset Management reduced its Union Pacific (UNP) stake by 0.74% in Q3 2026, selling an estimated $4.07K and leaving 1,867 shares worth $556K. The position accounts for 0.07% of the portfolio, ranked #97.

McLean Asset Management first reported a position in UNP in Q4 2020 and has held it in 24 quarters since. The position peaked at $622K in Q1 2022. 1,740 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • McLean Asset Management held 1,867 shares of Union Pacific worth $556K as of Q3 2026.
  • McLean Asset Management sold 14 Union Pacific shares in Q3 2026, an estimated $4.07K.
  • Union Pacific made up 0.07% of McLean Asset Management's portfolio in Q3 2026, its #97 holding.
  • McLean Asset Management first reported a position in Union Pacific in Q4 2020 and has held it in 24 quarters since.
  • McLean Asset Management's Union Pacific position peaked at $622K in Q1 2022.
  • 1,740 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.