VFA
UNP icon

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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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. 1,517 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.
  • 1,517 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.