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 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%	+$5.45K	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RIA Advisory Group's UNP Position: Q1 2026 in Review

RIA Advisory Group reduced its Union Pacific (UNP) stake by 7.8% in Q1 2026, selling an estimated $30.4K and leaving 1,456 shares worth $353K. The position accounts for 0.08% of the portfolio, ranked #109.

RIA Advisory Group first reported a position in UNP in Q1 2023 and has held it in 11 quarters since. The position peaked at $406K in Q1 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

RIA Advisory Group held 1,456 shares of Union Pacific worth $353K as of Q1 2026.
RIA Advisory Group sold 124 Union Pacific shares in Q1 2026, an estimated $30.4K.
Union Pacific made up 0.08% of RIA Advisory Group's portfolio in Q1 2026, its #109 holding.
RIA Advisory Group first reported a position in Union Pacific in Q1 2023 and has held it in 11 quarters since.
RIA Advisory Group's Union Pacific position peaked at $406K in Q1 2024.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.