RIA Advisory Group’s Union Pacific UNP Stock Holding History

RIA Advisory Group’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	$382K	Sell	1,405 -51	-4%	-$14.8K	0.11%	92
2026 Q2	$396K	Hold	1,456	–	–	0.09%	106
2026 Q1	$353K	Sell	1,456 -124	-8%	-$30.4K	0.08%	109
2025 Q4	$365K	Buy	1,580 +124	+9%	+$28.3K	0.09%	107
2025 Q3	$344K	Buy	1,456 +1	+0.1%	+$225	0.09%	102
2025 Q2	$335K	Hold	1,455	–	–	0.1%	91
2025 Q1	$344K	Hold	1,455	–	–	0.11%	99
2024 Q4	$332K	Buy	1,455 +23	+2%	+$5.44K	0.11%	103
2024 Q3	$353K	Buy	+1,432	New	+$347K	0.12%	85
2024 Q1	$406K	Buy	+1,651	New	+$406K	0.16%	79
2023 Q4	–	Sell	-1,634	Closed	-$333K	–	194
2023 Q3	$333K	Buy	1,634 +1	+0.1%	+$218	0.15%	77
2023 Q2	$334K	Hold	1,633	–	–	0.14%	80
2023 Q1	$329K	Buy	+1,633	New	+$331K	0.15%	82

Other funds holding UNP

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

RIA Advisory Group's UNP Position: Q3 2026 in Review

RIA Advisory Group reduced its Union Pacific (UNP) stake by 3.5% in Q3 2026, selling an estimated $14.8K and leaving 1,405 shares worth $382K. The position accounts for 0.11% of the portfolio, ranked #92.

RIA Advisory Group first reported a position in UNP in Q1 2023 and has held it in 13 quarters since. The position peaked at $406K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

RIA Advisory Group held 1,405 shares of Union Pacific worth $382K as of Q3 2026.
RIA Advisory Group sold 51 Union Pacific shares in Q3 2026, an estimated $14.8K.
Union Pacific made up 0.11% of RIA Advisory Group's portfolio in Q3 2026, its #92 holding.
RIA Advisory Group first reported a position in Union Pacific in Q1 2023 and has held it in 13 quarters since.
RIA Advisory Group's Union Pacific position peaked at $406K in Q1 2024.
1,026 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.