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True Link Financial Advisors’s Union Pacific UNP Stock Holding History

True Link 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
Q1 		$194K Sell
799
-231
-22% -$56.6K 0.01% 98
2025
Q4 		$238K Sell
1,030
-106
-9% -$24.2K 0.01% 98
2025
Q3 		$269K Sell
1,136
-25
-2% -$5.63K 0.02% 74
2025
Q2 		$267K Buy
+1,161
New +$258K 0.02% 74
2025
Q1 		– Sell
-3,963
Closed -$904K – 109
2024
Q4 		$904K Sell
3,963
-53
-1% -$12.5K 0.08% 27
2024
Q3 		$990K Buy
4,016
+47
+1% +$11.4K 0.08% 25
2024
Q2 		$898K Sell
3,969
-255
-6% -$59.8K 0.08% 28
2024
Q1 		$1.04M Buy
4,224
+596
+16% +$147K 0.1% 28
2023
Q4 		$891K Hold
3,628
– – 0.1% 30
2023
Q3 		$739K Buy
3,628
+78
+2% +$17K 0.09% 65
2023
Q2 		$726K Hold
3,550
– – 0.09% 64
2023
Q1 		$714K Sell
3,550
-50
-1% -$10.1K 0.09% 69
2022
Q4 		$745K Hold
3,600
– – 0.1% 62
2022
Q3 		$701K Hold
3,600
– – 0.1% 71
2022
Q2 		$768K Hold
3,600
– – 0.12% 71
2022
Q1 		$984K Hold
3,600
– – 0.14% 60
2021
Q4 		$907K Buy
3,600
+3,193
+785% +$756K 0.12% 81
2021
Q3 		$80K Hold
407
– – 0.01% 410
2021
Q2 		$90K Buy
407
+7
+2% +$1.56K 0.01% 360
2021
Q1 		$88K Hold
400
– – 0.01% 425
2020
Q4 		$83K Buy
+400
New +$79.9K 0.01% 458

Other funds holding UNP

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

True Link Financial Advisors's UNP Position: Q1 2026 in Review

True Link Financial Advisors reduced its Union Pacific (UNP) stake by 22% in Q1 2026, selling an estimated $56.6K and leaving 799 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #98.

True Link Financial Advisors first reported a position in UNP in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.04M in Q1 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • True Link Financial Advisors held 799 shares of Union Pacific worth $194K as of Q1 2026.
  • True Link Financial Advisors sold 231 Union Pacific shares in Q1 2026, an estimated $56.6K.
  • Union Pacific made up 0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #98 holding.
  • True Link Financial Advisors first reported a position in Union Pacific in Q4 2020 and has held it in 21 quarters since.
  • True Link Financial Advisors's Union Pacific position peaked at $1.04M in Q1 2024.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.