Silver Oak Advisory Group’s Union Pacific UNP Stock Holding History

Silver Oak 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	$226K	Hold	832	–	–	0.09%	80
2026 Q2	$226K	Hold	832	–	–	0.09%	80
2026 Q1	$201K	Buy	+832	New	+$204K	0.09%	80
2024 Q4	–	Sell	-832	Closed	-$205K	–	69
2024 Q3	$205K	Buy	+832	New	+$202K	0.11%	67
2024 Q2	–	Sell	-832	Closed	-$205K	–	67
2024 Q1	$205K	Sell	832 -60	-7%	-$14.8K	0.12%	62
2023 Q4	$219K	Buy	+892	New	+$196K	0.13%	59
2023 Q2	–	Sell	-1,018	Closed	-$204K	–	57
2023 Q1	$204K	Hold	1,018	–	–	0.14%	57
2022 Q4	$210K	Sell	1,018 -153	-13%	-$31.4K	0.15%	56
2022 Q3	$228K	Hold	1,171	–	–	0.17%	45
2022 Q2	$250K	Hold	1,171	–	–	0.18%	44
2022 Q1	$320K	Hold	1,171	–	–	0.21%	40
2021 Q4	$295K	Buy	+1,171	New	+$277K	0.19%	44

Other funds holding UNP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Silver Oak Advisory Group's UNP Position: Q3 2026 in Review

Silver Oak Advisory Group held its Union Pacific (UNP) position steady in Q3 2026 at 832 shares worth $226K. The position accounts for 0.09% of the portfolio, ranked #80.

Silver Oak Advisory Group first reported a position in UNP in Q4 2021 and has held it in 12 quarters since. The position peaked at $320K in Q1 2022. 1,938 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Silver Oak Advisory Group held 832 shares of Union Pacific worth $226K as of Q3 2026.
Silver Oak Advisory Group left its Union Pacific share count unchanged in Q3 2026.
Union Pacific made up 0.09% of Silver Oak Advisory Group's portfolio in Q3 2026, its #80 holding.
Silver Oak Advisory Group first reported a position in Union Pacific in Q4 2021 and has held it in 12 quarters since.
Silver Oak Advisory Group's Union Pacific position peaked at $320K in Q1 2022.
1,938 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Silver Oak Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.