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Strategic Advisors’s Union Pacific UNP Stock Holding History

Strategic 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
Q2 		– Sell
-1,038
Closed -$245K – 200
2025
Q1 		$245K Sell
1,038
-98
-9% -$23.6K 0.05% 167
2024
Q4 		$259K Sell
1,136
-5,923
-84% -$1.4M 0.05% 174
2024
Q3 		$1.74M Sell
7,059
-29
-0.4% -$7.03K 0.32% 70
2024
Q2 		$1.6M Buy
7,088
+24
+0.3% +$5.63K 0.31% 69
2024
Q1 		$1.74M Buy
7,064
+59
+0.8% +$14.5K 0.34% 69
2023
Q4 		$1.72M Sell
7,005
-263
-4% -$57.8K 0.33% 65
2023
Q3 		$1.48M Buy
7,268
+915
+14% +$199K 0.29% 74
2023
Q2 		$1.3M Sell
6,353
-190
-3% -$37.8K 0.25% 83
2023
Q1 		$1.32M Sell
6,543
-420
-6% -$85.1K 0.27% 76
2022
Q4 		$1.44M Buy
6,963
+165
+2% +$33.8K 0.32% 69
2022
Q3 		$1.32M Sell
6,798
-67
-1% -$14.8K 0.29% 78
2022
Q2 		$1.46M Sell
6,865
-1,783
-21% -$406K 0.31% 75
2022
Q1 		$2.36M Sell
8,648
-1,031
-11% -$260K 0.41% 52
2021
Q4 		$2.44M Buy
9,679
+2,400
+33% +$568K 0.35% 67
2021
Q3 		$1.43M Buy
7,279
+2,778
+62% +$600K 0.31% 85
2021
Q2 		$989K Buy
+4,501
New +$1M 0.26% 83

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Strategic Advisors's UNP Position: Q2 2025 in Review

Strategic Advisors sold out of Union Pacific (UNP) in Q2 2025, closing a stake of 1,038 shares — an estimated $245K sold.

Strategic Advisors first reported a position in UNP in Q2 2021 and held it in 16 quarters. The position peaked at $2.44M in Q4 2021. 2,664 funds tracked by Wall St. Rank hold UNP as of Q2 2025.

  • Strategic Advisors reported no remaining Union Pacific position as of Q2 2025 after selling out during the quarter.
  • Strategic Advisors sold 1,038 Union Pacific shares in Q2 2025, an estimated $245K.
  • Strategic Advisors first reported a position in Union Pacific in Q2 2021 and held it in 16 quarters.
  • Strategic Advisors's Union Pacific position peaked at $2.44M in Q4 2021.
  • 2,664 funds tracked by Wall St. Rank held Union Pacific as of Q2 2025.

Based on Strategic Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.