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Sheaff Brock Investment Advisors’s Union Pacific UNP Stock Holding History

Sheaff Brock Investment 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
2025
Q1 		$506K Buy
2,142
+39
+2% +$9.39K 0.05% 251
2024
Q4 		$480K Sell
2,103
-13
-0.6% -$3.08K 0.04% 261
2024
Q3 		$521K Hold
2,116
– – 0.05% 247
2024
Q2 		$479K Sell
2,116
-343
-14% -$80.4K 0.04% 254
2024
Q1 		$605K Sell
2,459
-300
-11% -$73.8K 0.04% 260
2023
Q4 		$678K Buy
2,759
+16
+0.6% +$3.52K 0.05% 223
2023
Q3 		$558K Sell
2,743
-340
-11% -$74K 0.05% 235
2023
Q2 		$631K Sell
3,083
-489
-14% -$97.2K 0.05% 222
2023
Q1 		$719K Sell
3,572
-22
-0.6% -$4.46K 0.07% 208
2022
Q4 		$744K Sell
3,594
-69
-2% -$14.2K 0.07% 201
2022
Q3 		$714K Buy
3,663
+13
+0.4% +$2.88K 0.08% 196
2022
Q2 		$778K Buy
3,650
+66
+2% +$15K 0.07% 188
2022
Q1 		$979K Buy
3,584
+171
+5% +$43.2K 0.07% 185
2021
Q4 		$860K Sell
3,413
-113
-3% -$26.8K 0.06% 196
2021
Q3 		$692K Buy
3,526
+46
+1% +$9.93K 0.05% 215
2021
Q2 		$765K Buy
3,480
+64
+2% +$14.3K 0.06% 204
2021
Q1 		$753K Buy
3,416
+121
+4% +$25.4K 0.06% 193
2020
Q4 		$686K Sell
3,295
-182
-5% -$36.4K 0.06% 192
2020
Q3 		$685K Buy
3,477
+1
+0% +$186 0.06% 184
2020
Q2 		$588K Sell
3,476
-253
-7% -$40.5K 0.06% 203
2020
Q1 		$526K Sell
3,729
-5,388
-59% -$891K 0.07% 180
2019
Q4 		$1.65M Sell
9,117
-48
-0.5% -$8.22K 0.16% 88
2019
Q3 		$1.48M Sell
9,165
-48
-0.5% -$8.07K 0.16% 94
2019
Q2 		$1.56M Buy
9,213
+4,402
+91% +$754K 0.17% 86
2019
Q1 		$804K Sell
4,811
-198
-4% -$31.9K 0.1% 169
2018
Q4 		$692K Buy
5,009
+261
+5% +$38.7K 0.11% 172
2018
Q3 		$773K Sell
4,748
-8,848
-65% -$1.33M 0.07% 195
2018
Q2 		$1.93M Sell
13,596
-1,296
-9% -$181K 0.19% 87
2018
Q1 		$2M Buy
14,892
+10,350
+228% +$1.39M 0.21% 78
2017
Q4 		$609K Sell
4,542
-5,699
-56% -$687K 0.08% 223
2017
Q3 		$1.19M Buy
10,241
+1
+0% +$107 0.16% 122
2017
Q2 		$1.11M Sell
10,240
-1,349
-12% -$147K 0.15% 137
2017
Q1 		$1.23M Buy
11,589
+5,971
+106% +$637K 0.16% 122
2016
Q4 		$582K Buy
5,618
+1,302
+30% +$128K 0.07% 263
2016
Q3 		$421K Sell
4,316
-799
-16% -$74.7K 0.06% 295
2016
Q2 		$446K Buy
5,115
+471
+10% +$39.8K 0.06% 295
2016
Q1 		$369K Buy
4,644
+391
+9% +$30.2K 0.05% 342
2015
Q4 		$333K Buy
+4,253
New +$365K 0.04% 385

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sheaff Brock Investment Advisors's UNP Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Union Pacific (UNP) stake by 1.9% in Q1 2025, buying an estimated $9.39K and bringing the position to 2,142 shares worth $506K. The position accounts for 0.05% of the portfolio, ranked #251.

Sheaff Brock Investment Advisors first reported a position in UNP in Q4 2015 and has held it in 38 quarters since. The position peaked at $2M in Q1 2018. 2,694 funds tracked by Wall St. Rank hold UNP as of Q1 2025.

  • Sheaff Brock Investment Advisors held 2,142 shares of Union Pacific worth $506K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 39 Union Pacific shares in Q1 2025, an estimated $9.39K.
  • Union Pacific made up 0.05% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #251 holding.
  • Sheaff Brock Investment Advisors first reported a position in Union Pacific in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Union Pacific position peaked at $2M in Q1 2018.
  • 2,694 funds tracked by Wall St. Rank held Union Pacific as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.