Mount Yale Investment Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.77M | Buy |
27,899
+15,426
| +124% | +$3.78M | 0.16% | 145 |
|
|
2025
Q4 | $2.89M | Sell |
12,473
-970
| -7% | -$221K | 0.14% | 152 |
|
|
2025
Q3 | $3.18M | Buy |
13,443
+12,941
| +2,578% | +$2.92M | 0.22% | 103 |
|
|
2025
Q2 | $115K | Buy |
+502
| New | +$111K | 0.01% | 627 |
|
|
2024
Q3 | – | Sell |
-1,145
| Closed | -$259K | – | 609 |
|
|
2024
Q2 | $259K | Sell |
1,145
-2
| -0.2% | -$469 | 0.02% | 471 |
|
|
2024
Q1 | $282K | Sell |
1,147
-2,264
| -66% | -$557K | 0.02% | 463 |
|
|
2023
Q4 | $838K | Sell |
3,411
-1,405
| -29% | -$309K | 0.08% | 228 |
|
|
2023
Q3 | $981K | Buy |
4,816
+20
| +0.4% | +$4.36K | 0.11% | 189 |
|
|
2023
Q2 | $981K | Buy |
4,796
+67
| +1% | +$13.3K | 0.1% | 197 |
|
|
2023
Q1 | $952K | Buy |
4,729
+30
| +0.6% | +$6.08K | 0.11% | 191 |
|
|
2022
Q4 | $973K | Buy |
4,699
+337
| +8% | +$69.1K | 0.11% | 187 |
|
|
2022
Q3 | $850K | Buy |
4,362
+640
| +17% | +$142K | 0.11% | 190 |
|
|
2022
Q2 | $794K | Buy |
3,722
+134
| +4% | +$30.5K | 0.1% | 203 |
|
|
2022
Q1 | $980K | Sell |
3,588
-1,619
| -31% | -$409K | 0.11% | 194 |
|
|
2021
Q4 | $1.31M | Buy |
5,207
+144
| +3% | +$34.1K | 0.14% | 165 |
|
|
2021
Q3 | $992K | Buy |
5,063
+1,692
| +50% | +$365K | 0.11% | 193 |
|
|
2021
Q2 | $741K | Sell |
3,371
-102
| -3% | -$22.7K | 0.09% | 220 |
|
|
2021
Q1 | $765K | Sell |
3,473
-10
| -0.3% | -$2.1K | 0.1% | 214 |
|
|
2020
Q4 | $725K | Sell |
3,483
-626
| -15% | -$125K | 0.1% | 211 |
|
|
2020
Q3 | $809K | Buy |
4,109
+1,343
| +49% | +$250K | 0.12% | 178 |
|
|
2020
Q2 | $468K | Sell |
2,766
-7,352
| -73% | -$1.18M | 0.08% | 235 |
|
|
2020
Q1 | $1.43M | Buy |
10,118
+327
| +3% | +$54.1K | 0.32% | 76 |
|
|
2019
Q4 | $1.76M | Buy |
9,791
+228
| +2% | +$39K | 0.31% | 84 |
|
|
2019
Q3 | $1.68M | Sell |
9,563
-434
| -4% | -$73K | 0.3% | 84 |
|
|
2019
Q2 | $1.67M | Sell |
9,997
-171
| -2% | -$29.3K | 0.31% | 81 |
|
|
2019
Q1 | $1.7M | Sell |
10,168
-2,434
| -19% | -$392K | 0.32% | 73 |
|
|
2018
Q4 | $2.07M | Buy |
12,602
+154
| +1% | +$22.8K | 0.42% | 59 |
|
|
2018
Q3 | $1.9M | Buy |
12,448
+959
| +8% | +$144K | 0.33% | 70 |
|
|
2018
Q2 | $1.63M | Sell |
11,489
-3,042
| -21% | -$424K | 0.31% | 81 |
|
|
2018
Q1 | $1.95M | Buy |
+14,531
| New | +$1.96M | 0.42% | 60 |
|
Other funds holding UNP
VCM
VPM
Mount Yale Investment Advisors's UNP Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Union Pacific (UNP) stake by 124% in Q1 2026, buying an estimated $3.78M and bringing the position to 27,899 shares worth $6.77M. The position accounts for 0.16% of the portfolio, ranked #145.
Mount Yale Investment Advisors first reported a position in UNP in Q1 2018 and has held it in 30 quarters since. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.
- Mount Yale Investment Advisors held 27,899 shares of Union Pacific worth $6.77M as of Q1 2026.
- Mount Yale Investment Advisors bought 15,426 Union Pacific shares in Q1 2026, an estimated $3.78M.
- Union Pacific made up 0.16% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #145 holding.
- Mount Yale Investment Advisors first reported a position in Union Pacific in Q1 2018 and has held it in 30 quarters since.
- 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.