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
2025 Q4	–	Sell	-906	Closed	-$214K	–	509
2025 Q3	$214K	Buy	+906	New	+$204K	0.03%	432

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

United Advisor Group's UNP Position: Q4 2025 in Review

United Advisor Group sold out of Union Pacific (UNP) in Q4 2025, closing a stake of 906 shares — an estimated $214K sold.

United Advisor Group first reported a position in UNP in Q3 2025 and held it in 1 quarter. The position peaked at $214K in Q3 2025. 2,736 funds tracked by Wall St. Rank hold UNP as of Q4 2025.

United Advisor Group reported no remaining Union Pacific position as of Q4 2025 after selling out during the quarter.
United Advisor Group sold 906 Union Pacific shares in Q4 2025, an estimated $214K.
United Advisor Group first reported a position in Union Pacific in Q3 2025 and held it in 1 quarter.
United Advisor Group's Union Pacific position peaked at $214K in Q3 2025.
2,736 funds tracked by Wall St. Rank held Union Pacific as of Q4 2025.

Based on United Advisor Group's 13F filing for Q4 2025, filed 26 Jan 2026.