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Valeo Financial Advisors’s Union Pacific UNP Stock Holding History

Valeo 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
2021
Q4 		– Sell
-2,100
Closed -$412K – 646
2021
Q3 		$412K Buy
2,100
+800
+62% +$173K 0.02% 343
2021
Q2 		$286K Buy
+1,300
New +$289K 0.02% 364

Other funds holding UNP

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Valeo Financial Advisors's UNP Position: Q3 2026 in Review

Valeo Financial Advisors increased its Union Pacific (UNP) stake by 1.5% in Q3 2026, buying an estimated $51.8K and bringing the position to 11,732 shares worth $3.19M. The position accounts for 0.07% of the portfolio, ranked #134.

Valeo Financial Advisors first reported a position in UNP in Q3 2017 and has held it in 37 quarters since. The position peaked at $3.9M in Q3 2024. 156 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Valeo Financial Advisors held 11,732 shares of Union Pacific worth $3.19M as of Q3 2026.
  • Valeo Financial Advisors bought 178 Union Pacific shares in Q3 2026, an estimated $51.8K.
  • Union Pacific made up 0.07% of Valeo Financial Advisors's portfolio in Q3 2026, its #134 holding.
  • Valeo Financial Advisors first reported a position in Union Pacific in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Union Pacific position peaked at $3.9M in Q3 2024.
  • 156 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.