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United Capital Financial Advisors’s Union Pacific UNP Stock Holding History

United Capital 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 		$10.6M Sell
43,685
-1,291
-3% -$316K 0.07% 226
2025
Q4 		$10.4M Buy
44,976
+8,227
+22% +$1.88M 0.06% 235
2025
Q3 		$8.69M Sell
36,749
-1,369
-4% -$309K 0.06% 233
2025
Q2 		$8.77M Sell
38,118
-4,952
-11% -$1.1M 0.07% 217
2025
Q1 		$10.2M Buy
43,070
+482
+1% +$116K 0.09% 174
2024
Q4 		$9.71M Sell
42,588
-2,271
-5% -$538K 0.08% 177
2024
Q3 		$11.1M Sell
44,859
-605
-1% -$147K 0.09% 171
2024
Q2 		$10.3M Sell
45,464
-3,046
-6% -$714K 0.09% 174
2024
Q1 		$11.9M Sell
48,510
-12,790
-21% -$3.15M 0.1% 167
2023
Q4 		$15.1M Sell
61,300
-70,912
-54% -$15.6M 0.12% 152
2023
Q3 		$26.9M Sell
132,212
-12,299
-9% -$2.68M 0.18% 116
2023
Q2 		$29.6M Sell
144,511
-7,134
-5% -$1.42M 0.16% 119
2023
Q1 		$30.5M Sell
151,645
-8,324
-5% -$1.69M 0.17% 118
2022
Q4 		$33.1M Sell
159,969
-143,612
-47% -$29.5M 0.19% 113
2022
Q3 		$59.1M Sell
303,581
-4,132
-1% -$914K 0.35% 58
2022
Q2 		$65.6M Buy
307,713
+1,550
+0.5% +$353K 0.36% 58
2022
Q1 		$83.6M Sell
306,163
-8,812
-3% -$2.23M 0.41% 45
2021
Q4 		$79.4M Sell
314,975
-24
-0% -$5.68K 0.37% 52
2021
Q3 		$61.7M Sell
314,999
-6,181
-2% -$1.33M 0.31% 66
2021
Q2 		$70.6M Buy
321,180
+3,607
+1% +$803K 0.36% 59
2021
Q1 		$70M Buy
317,573
+9,463
+3% +$1.99M 0.39% 52
2020
Q4 		$64.2M Buy
308,110
+9,437
+3% +$1.88M 0.39% 52
2020
Q3 		$58.8M Sell
298,673
-2,806
-0.9% -$521K 0.38% 55
2020
Q2 		$51M Sell
301,479
-485
-0.2% -$77.7K 0.37% 62
2020
Q1 		$38.9M Sell
301,964
-43,377
-13% -$7.17M 0.32% 70
2019
Q4 		$62.4M Buy
345,341
+13,266
+4% +$2.27M 0.4% 47
2019
Q3 		$53.8M Sell
332,075
-40,516
-11% -$6.81M 0.38% 54
2019
Q2 		$63M Buy
372,591
+1,329
+0.4% +$228K 0.41% 50
2019
Q1 		$62.1M Sell
371,262
-2,389
-0.6% -$384K 0.44% 46
2018
Q4 		$51.6M Buy
373,651
+17,919
+5% +$2.65M 0.41% 54
2018
Q3 		$57.9M Buy
355,732
+9,728
+3% +$1.46M 0.41% 53
2018
Q2 		$49M Buy
346,004
+7,013
+2% +$978K 0.37% 52
2018
Q1 		$45.6M Buy
338,991
+5,617
+2% +$756K 0.35% 58
2017
Q4 		$45M Buy
333,374
+64
+0% +$7.72K 0.36% 59
2017
Q3 		$38.7M Buy
333,310
+1,436
+0.4% +$154K 0.33% 62
2017
Q2 		$36.1M Buy
331,874
+106,374
+47% +$11.6M 0.32% 64
2017
Q1 		$23.9M Sell
225,500
-293
-0.1% -$31.2K 0.22% 102
2016
Q4 		$23.4M Buy
225,793
+1,653
+0.7% +$163K 0.23% 95
2016
Q3 		$21.9M Buy
224,140
+6,492
+3% +$607K 0.21% 106
2016
Q2 		$18.9M Buy
217,648
+16,435
+8% +$1.39M 0.19% 111
2016
Q1 		$16M Buy
201,213
+22,009
+12% +$1.7M 0.18% 123
2015
Q4 		$14M Buy
179,204
+12,196
+7% +$1.05M 0.16% 137
2015
Q3 		$14.8M Buy
167,008
+26,434
+19% +$2.41M 0.18% 120
2015
Q2 		$13.4M Buy
140,574
+10,374
+8% +$1.08M 0.16% 152
2015
Q1 		$13.8M Buy
130,200
+7,511
+6% +$881K 0.17% 141
2014
Q4 		$14.6M Buy
122,689
+23,479
+24% +$2.7M 0.22% 112
2014
Q3 		$10.8M Buy
99,210
+1,841
+2% +$191K 0.19% 138
2014
Q2 		$9.71M Buy
97,369
+8,191
+9% +$794K 0.18% 145
2014
Q1 		$8.37M Buy
89,178
+75,460
+550% +$6.7M 0.18% 136
2013
Q4 		$1.15M Sell
13,718
-19,462
-59% -$1.54M 0.04% 314
2013
Q3 		$2.58M Sell
33,180
-19,158
-37% -$1.51M 0.08% 221
2013
Q2 		$4.04M Buy
+52,338
New +$3.94M 0.11% 221

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

United Capital Financial Advisors's UNP Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Union Pacific (UNP) stake by 2.9% in Q1 2026, selling an estimated $316K and leaving 43,685 shares worth $10.6M. The position accounts for 0.07% of the portfolio, ranked #226.

United Capital Financial Advisors first reported a position in UNP in Q2 2013 and has held it in 52 quarters since. The position peaked at $83.6M in Q1 2022. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • United Capital Financial Advisors held 43,685 shares of Union Pacific worth $10.6M as of Q1 2026.
  • United Capital Financial Advisors sold 1,291 Union Pacific shares in Q1 2026, an estimated $316K.
  • Union Pacific made up 0.07% of United Capital Financial Advisors's portfolio in Q1 2026, its #226 holding.
  • United Capital Financial Advisors first reported a position in Union Pacific in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Union Pacific position peaked at $83.6M in Q1 2022.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.