Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $933K | Sell |
3,947
-10
| -0.3% | -$2.25K | 0.37% | 54 |
|
|
2025
Q2 | $910K | Sell |
3,957
-120
| -3% | -$26.6K | 0.4% | 56 |
|
|
2025
Q1 | $963K | Buy |
4,077
+5
| +0.1% | +$1.2K | 0.45% | 48 |
|
|
2024
Q4 | $929K | Hold |
4,072
| – | – | 0.41% | 53 |
|
|
2024
Q3 | $1M | Sell |
4,072
-500
| -11% | -$121K | 0.43% | 51 |
|
|
2024
Q2 | $1.03M | Hold |
4,572
| – | – | 0.46% | 42 |
|
|
2024
Q1 | $1.12M | Sell |
4,572
-200
| -4% | -$49.2K | 0.52% | 40 |
|
|
2023
Q4 | $1.17M | Sell |
4,772
-1,201
| -20% | -$264K | 0.59% | 32 |
|
|
2023
Q3 | $1.22M | Buy |
5,973
+1
| +0% | +$218 | 0.62% | 30 |
|
|
2023
Q2 | $1.22M | Buy |
5,972
+1,000
| +20% | +$199K | 0.6% | 33 |
|
|
2023
Q1 | $1M | Sell |
4,972
-290
| -6% | -$58.8K | 0.52% | 42 |
|
|
2022
Q4 | $1.09M | Sell |
5,262
-1,850
| -26% | -$379K | 0.59% | 36 |
|
|
2022
Q3 | $1.39M | Hold |
7,112
| – | – | 0.75% | 23 |
|
|
2022
Q2 | $1.52M | Hold |
7,112
| – | – | 0.76% | 24 |
|
|
2022
Q1 | $1.94M | Sell |
7,112
-100
| -1% | -$25.3K | 0.82% | 24 |
|
|
2021
Q4 | $1.82M | Sell |
7,212
-250
| -3% | -$59.2K | 0.71% | 28 |
|
|
2021
Q3 | $1.46M | Sell |
7,462
-6,060
| -45% | -$1.31M | 0.62% | 33 |
|
|
2021
Q2 | $2.97M | Sell |
13,522
-760
| -5% | -$169K | 0.93% | 19 |
|
|
2021
Q1 | $3.15M | Sell |
14,282
-130
| -0.9% | -$27.3K | 0.92% | 21 |
|
|
2020
Q4 | $3M | Sell |
14,412
-375
| -3% | -$74.9K | 0.91% | 21 |
|
|
2020
Q3 | $2.91M | Sell |
14,787
-208
| -1% | -$38.7K | 0.98% | 18 |
|
|
2020
Q2 | $2.54M | Sell |
14,995
-172
| -1% | -$27.6K | 0.88% | 21 |
|
|
2020
Q1 | $2.14M | Sell |
15,167
-1,828
| -11% | -$302K | 0.88% | 20 |
|
|
2019
Q4 | $3.07M | Sell |
16,995
-1,338
| -7% | -$229K | 0.91% | 20 |
|
|
2019
Q3 | $2.97M | Sell |
18,333
-1,350
| -7% | -$227K | 0.94% | 18 |
|
|
2019
Q2 | $3.33M | Sell |
19,683
-770
| -4% | -$132K | 1.08% | 17 |
|
|
2019
Q1 | $3.42M | Sell |
20,453
-95
| -0.5% | -$15.3K | 1.12% | 15 |
|
|
2018
Q4 | $2.84M | Sell |
20,548
-450
| -2% | -$66.7K | 0.98% | 22 |
|
|
2018
Q3 | $3.42M | Sell |
20,998
-865
| -4% | -$130K | 0.95% | 22 |
|
|
2018
Q2 | $3.1M | Buy |
21,863
+125
| +0.6% | +$17.4K | 0.89% | 22 |
|
|
2018
Q1 | $2.92M | Sell |
21,738
-300
| -1% | -$40.4K | 0.86% | 24 |
|
|
2017
Q4 | $2.96M | Sell |
22,038
-350
| -2% | -$42.2K | 0.94% | 22 |
|
|
2017
Q3 | $2.6M | Sell |
22,388
-620
| -3% | -$66.5K | 0.87% | 26 |
|
|
2017
Q2 | $2.51M | Sell |
23,008
-160
| -0.7% | -$17.4K | 0.87% | 26 |
|
|
2017
Q1 | $2.45M | Hold |
23,168
| – | – | 0.87% | 25 |
|
|
2016
Q4 | $2.4M | Sell |
23,168
-50
| -0.2% | -$4.92K | 0.9% | 25 |
|
|
2016
Q3 | $2.26M | Sell |
23,218
-400
| -2% | -$37.4K | 0.85% | 25 |
|
|
2016
Q2 | $2.06M | Sell |
23,618
-100
| -0.4% | -$8.46K | 0.8% | 26 |
|
|
2016
Q1 | $1.89M | Sell |
23,718
-900
| -4% | -$69.6K | 0.74% | 31 |
|
|
2015
Q4 | $1.93M | Sell |
24,618
-540
| -2% | -$46.3K | 0.74% | 28 |
|
|
2015
Q3 | $2.22M | Buy |
+25,158
| New | +$2.3M | 0.9% | 21 |
|
|
2015
Q1 | $2.98M | Sell |
27,518
-1,620
| -6% | -$190K | 0.94% | 17 |
|
|
2014
Q4 | $3.47M | Sell |
29,138
-1,354
| -4% | -$155K | 1.11% | 10 |
|
|
2014
Q3 | $3.31M | Sell |
30,492
-22
| -0.1% | -$2.28K | 1.1% | 11 |
|
|
2014
Q2 | $3.04M | Buy |
30,514
+146
| +0.5% | +$14.1K | 0.99% | 20 |
|
|
2014
Q1 | $2.85M | Sell |
30,368
-920
| -3% | -$81.7K | 1.07% | 19 |
|
|
2013
Q4 | $2.63M | Sell |
31,288
-410
| -1% | -$32.5K | 0.99% | 21 |
|
|
2013
Q3 | $2.46M | Buy |
+31,698
| New | +$2.51M | 1.01% | 19 |
|
Other funds holding UNP
Optimum Investment Advisors's UNP Position: Q3 2025 in Review
Optimum Investment Advisors reduced its Union Pacific (UNP) stake by 0.25% in Q3 2025, selling an estimated $2.25K and leaving 3,947 shares worth $933K. The position accounts for 0.37% of the portfolio, ranked #54.
Optimum Investment Advisors first reported a position in UNP in Q3 2013 and has held it in 48 quarters since. The position peaked at $3.47M in Q4 2014. 2,651 funds tracked by Wall St. Rank hold UNP as of Q3 2025.
- Optimum Investment Advisors held 3,947 shares of Union Pacific worth $933K as of Q3 2025.
- Optimum Investment Advisors sold 10 Union Pacific shares in Q3 2025, an estimated $2.25K.
- Union Pacific made up 0.37% of Optimum Investment Advisors's portfolio in Q3 2025, its #54 holding.
- Optimum Investment Advisors first reported a position in Union Pacific in Q3 2013 and has held it in 48 quarters since.
- Optimum Investment Advisors's Union Pacific position peaked at $3.47M in Q4 2014.
- 2,651 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.