Valeo Financial Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.14M | Buy |
11,554
+12
| +0.1% | +$3.15K | 0.07% | 128 |
|
|
2026
Q1 | $2.8M | Sell |
11,542
-3,823
| -25% | -$936K | 0.07% | 125 |
|
|
2025
Q4 | $3.55M | Buy |
15,365
+626
| +4% | +$143K | 0.08% | 119 |
|
|
2025
Q3 | $3.48M | Sell |
14,739
-38
| -0.3% | -$8.56K | 0.08% | 113 |
|
|
2025
Q2 | $3.4M | Sell |
14,777
-773
| -5% | -$172K | 0.08% | 117 |
|
|
2025
Q1 | $3.67M | Buy |
15,550
+200
| +1% | +$48.1K | 0.1% | 93 |
|
|
2024
Q4 | $3.5M | Sell |
15,350
-482
| -3% | -$114K | 0.1% | 97 |
|
|
2024
Q3 | $3.9M | Buy |
15,832
+361
| +2% | +$87.5K | 0.11% | 89 |
|
|
2024
Q2 | $3.5M | Sell |
15,471
-262
| -2% | -$61.4K | 0.11% | 92 |
|
|
2024
Q1 | $3.65M | Buy |
15,733
+71
| +0.5% | +$17.5K | 0.13% | 88 |
|
|
2023
Q4 | $3.85M | Buy |
15,662
+1,140
| +8% | +$251K | 0.16% | 79 |
|
|
2023
Q3 | $2.96M | Buy |
14,522
+941
| +7% | +$205K | 0.13% | 90 |
|
|
2023
Q2 | $2.78M | Buy |
13,581
+1,645
| +14% | +$327K | 0.13% | 96 |
|
|
2023
Q1 | $2.4M | Buy |
11,936
+279
| +2% | +$56.5K | 0.12% | 107 |
|
|
2022
Q4 | $2.41M | Buy |
11,657
+1,083
| +10% | +$222K | 0.13% | 99 |
|
|
2022
Q3 | $2.06M | Buy |
10,574
+1,140
| +12% | +$252K | 0.13% | 101 |
|
|
2022
Q2 | $2.01M | Sell |
9,434
-988
| -9% | -$225K | 0.13% | 100 |
|
|
2022
Q1 | $2.85M | Buy |
10,422
+1,265
| +14% | +$319K | 0.14% | 92 |
|
|
2021
Q4 | $2.31M | Sell |
9,157
-448
| -5% | -$106K | 0.12% | 98 |
|
|
2021
Q3 | $1.88M | Buy |
9,605
+308
| +3% | +$66.5K | 0.11% | 120 |
|
|
2021
Q2 | $2.04M | Buy |
9,297
+878
| +10% | +$196K | 0.12% | 107 |
|
|
2021
Q1 | $1.86M | Buy |
8,419
+119
| +1% | +$25K | 0.09% | 128 |
|
|
2020
Q4 | $1.73M | Buy |
8,300
+539
| +7% | +$108K | 0.09% | 115 |
|
|
2020
Q3 | $1.53M | Sell |
7,761
-445
| -5% | -$82.7K | 0.13% | 101 |
|
|
2020
Q2 | $1.39M | Buy |
8,206
+252
| +3% | +$40.4K | 0.13% | 104 |
|
|
2020
Q1 | $1.18M | Sell |
7,954
-1,440
| -15% | -$238K | 0.13% | 107 |
|
|
2019
Q4 | $1.7M | Buy |
9,394
+254
| +3% | +$43.5K | 0.16% | 91 |
|
|
2019
Q3 | $1.48M | Sell |
9,140
-1,393
| -13% | -$234K | 0.16% | 86 |
|
|
2019
Q2 | $1.78M | Sell |
10,533
-1,163
| -10% | -$199K | 0.2% | 80 |
|
|
2019
Q1 | $1.96M | Buy |
11,696
+216
| +2% | +$34.8K | 0.24% | 70 |
|
|
2018
Q4 | $1.59M | Sell |
11,480
-449
| -4% | -$66.5K | 0.22% | 72 |
|
|
2018
Q3 | $1.74M | Buy |
11,929
+96
| +0.8% | +$14.5K | 0.24% | 69 |
|
|
2018
Q2 | $1.76M | Buy |
11,833
+3,245
| +38% | +$452K | 0.25% | 68 |
|
|
2018
Q1 | $1.16M | Sell |
8,588
-1,818
| -17% | -$245K | 0.19% | 91 |
|
|
2017
Q4 | $1.4M | Buy |
10,406
+3,406
| +49% | +$411K | 0.23% | 76 |
|
|
2017
Q3 | $812K | Buy |
+7,000
| New | +$751K | 0.18% | 99 |
|
Other funds holding UNP
Valeo Financial Advisors's UNP Position: Q2 2026 in Review
Valeo Financial Advisors increased its Union Pacific (UNP) stake by 0.1% in Q2 2026, buying an estimated $3.15K and bringing the position to 11,554 shares worth $3.14M. The position accounts for 0.07% of the portfolio, ranked #128.
Valeo Financial Advisors first reported a position in UNP in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.9M in Q3 2024. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.
- Valeo Financial Advisors held 11,554 shares of Union Pacific worth $3.14M as of Q2 2026.
- Valeo Financial Advisors bought 12 Union Pacific shares in Q2 2026, an estimated $3.15K.
- Union Pacific made up 0.07% of Valeo Financial Advisors's portfolio in Q2 2026, its #128 holding.
- Valeo Financial Advisors first reported a position in Union Pacific in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Union Pacific position peaked at $3.9M in Q3 2024.
- 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.