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United Advisor Group’s Union Pacific UNP Stock Holding History

United Advisor 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 		$310K Buy
1,141
+271
+31% +$78.8K 0.03% 444
2026
Q2 		$237K Buy
+870
New +$228K 0.03% 483
2025
Q4 		– Sell
-906
Closed -$214K – 509
2025
Q3 		$214K Buy
+906
New +$204K 0.03% 432

Other funds holding UNP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

United Advisor Group's UNP Position: Q3 2026 in Review

United Advisor Group increased its Union Pacific (UNP) stake by 31% in Q3 2026, buying an estimated $78.8K and bringing the position to 1,141 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #444.

United Advisor Group first reported a position in UNP in Q3 2025 and has held it in 3 quarters since. 1,985 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • United Advisor Group held 1,141 shares of Union Pacific worth $310K as of Q3 2026.
  • United Advisor Group bought 271 Union Pacific shares in Q3 2026, an estimated $78.8K.
  • Union Pacific made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #444 holding.
  • United Advisor Group first reported a position in Union Pacific in Q3 2025 and has held it in 3 quarters since.
  • 1,985 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.