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RTD Financial Advisors’s Union Pacific UNP Stock Holding History

RTD Financial Advisors’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
Q2 		$338K Sell
1,243
-43
-3% -$11.3K 0.04% 109
2026
Q1 		$312K Buy
1,286
+43
+3% +$10.5K 0.04% 103
2025
Q4 		$287K Sell
1,243
-271
-18% -$61.9K 0.04% 106
2025
Q3 		$358K Buy
1,514
+1
+0.1% +$225 0.04% 91
2025
Q2 		$348K Sell
1,513
-21
-1% -$4.66K 0.04% 87
2025
Q1 		$362K Sell
1,534
-55
-3% -$13.2K 0.05% 92
2024
Q4 		$362K Sell
1,589
-20
-1% -$4.74K 0.05% 93
2024
Q3 		$397K Buy
1,609
+21
+1% +$5.09K 0.05% 93
2024
Q2 		$359K Sell
1,588
-55
-3% -$12.9K 0.05% 94
2024
Q1 		$404K Sell
1,643
-42
-2% -$10.3K 0.05% 84
2023
Q4 		$414K Sell
1,685
-92
-5% -$20.2K 0.06% 82
2023
Q3 		$362K Buy
1,777
+1
+0.1% +$218 0.06% 82
2023
Q2 		$363K Buy
1,776
+166
+10% +$33K 0.05% 83
2023
Q1 		$324K Hold
1,610
– – 0.05% 85
2022
Q4 		$333K Sell
1,610
-114
-7% -$23.4K 0.05% 84
2022
Q3 		$336K Sell
1,724
-42
-2% -$9.29K 0.06% 79
2022
Q2 		$377K Buy
1,766
+1
+0.1% +$228 0.06% 86
2022
Q1 		$482K Buy
1,765
+11
+0.6% +$2.78K 0.07% 81
2021
Q4 		$442K Buy
+1,754
New +$415K 0.06% 84

Other funds holding UNP

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

RTD Financial Advisors's UNP Position: Q2 2026 in Review

RTD Financial Advisors reduced its Union Pacific (UNP) stake by 3.3% in Q2 2026, selling an estimated $11.3K and leaving 1,243 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #109.

RTD Financial Advisors first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. The position peaked at $482K in Q1 2022. 1,091 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • RTD Financial Advisors held 1,243 shares of Union Pacific worth $338K as of Q2 2026.
  • RTD Financial Advisors sold 43 Union Pacific shares in Q2 2026, an estimated $11.3K.
  • Union Pacific made up 0.04% of RTD Financial Advisors's portfolio in Q2 2026, its #109 holding.
  • RTD Financial Advisors first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
  • RTD Financial Advisors's Union Pacific position peaked at $482K in Q1 2022.
  • 1,091 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.