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Strategic Advocates’s Union Pacific UNP Stock Holding History

Strategic Advocates’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 		– Sell
-802
Closed -$187K – 590
2025
Q4 		$187K Sell
802
-250
-24% -$57.1K 0.05% 121
2025
Q3 		$249K Buy
1,052
+26
+3% +$5.86K 0.06% 112
2025
Q2 		$236K Hold
1,026
– – 0.07% 110
2025
Q1 		$242K Hold
1,026
– – 0.08% 92
2024
Q4 		$234K Hold
1,026
– – 0.08% 94
2024
Q3 		$253K Hold
1,026
– – 0.09% 102
2024
Q2 		$232K Sell
1,026
-102
-9% -$23.9K 0.09% 105
2024
Q1 		$277K Sell
1,128
-2
-0.2% -$492 0.11% 103
2023
Q4 		$278K Hold
1,130
– – 0.12% 115
2023
Q3 		$230K Buy
+1,130
New +$246K 0.11% 128

Other funds holding UNP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM