VisionPoint Advisory Group
UNP icon

VisionPoint Advisory Group’s Union Pacific UNP Stock Holding History

VisionPoint Advisory 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
2026
Q3 		$290K Sell
1,064
-46
-4% -$13.4K 0.05% 356
2026
Q2 		$302K Buy
1,110
+151
+16% +$39.6K 0.05% 353
2026
Q1 		$233K Sell
959
-14
-1% -$3.43K 0.04% 397
2025
Q4 		$225K Buy
+973
New +$222K 0.04% 365
2025
Q1 		– Sell
-278
Closed -$63.7K – 305
2024
Q4 		$63.7K Buy
+278
New +$65.8K 0.02% 274
2024
Q3 		– Sell
-349
Closed -$79K – 752
2024
Q2 		$79K Sell
349
-17
-5% -$3.98K 0.03% 229
2024
Q1 		$90.1K Sell
366
-46
-11% -$11.3K 0.03% 215
2023
Q4 		$101K Sell
412
-1,226
-75% -$270K 0.04% 189
2023
Q3 		$333K Buy
1,638
+1,149
+235% +$250K 0.14% 116
2023
Q2 		$100K Buy
+489
New +$97.2K 0.04% 173
2022
Q3 		– Sell
-1,841
Closed -$440K – 108
2022
Q2 		$440K Sell
1,841
-4,242
-70% -$965K 0.17% 62
2022
Q1 		$1.37M Buy
6,083
+100
+2% +$25.2K 0.64% 36
2021
Q4 		$1.45M Buy
5,983
+366
+7% +$86.7K 0.63% 35
2021
Q3 		$1.34M Sell
5,617
-1,504
-21% -$325K 0.6% 42
2021
Q2 		$1.57M Sell
7,121
-2,377
-25% -$529K 0.7% 42
2021
Q1 		$2.09M Sell
9,498
-1,060
-10% -$223K 1% 33
2020
Q4 		$2.2M Buy
+10,558
New +$2.11M 1.11% 16
2020
Q1 		– Sell
-1,353
Closed -$245K – 147
2019
Q4 		$245K Sell
1,353
-847
-39% -$145K 0.1% 104
2019
Q3 		$344K Buy
2,200
+64
+3% +$10.8K 0.09% 87
2019
Q2 		$361K Buy
+2,136
New +$366K 0.1% 82

Other funds holding UNP

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

VisionPoint Advisory Group's UNP Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Union Pacific (UNP) stake by 4.1% in Q3 2026, selling an estimated $13.4K and leaving 1,064 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #356.

VisionPoint Advisory Group first reported a position in UNP in Q2 2019 and has held it in 20 quarters since. The position peaked at $2.2M in Q4 2020. 866 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • VisionPoint Advisory Group held 1,064 shares of Union Pacific worth $290K as of Q3 2026.
  • VisionPoint Advisory Group sold 46 Union Pacific shares in Q3 2026, an estimated $13.4K.
  • Union Pacific made up 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #356 holding.
  • VisionPoint Advisory Group first reported a position in Union Pacific in Q2 2019 and has held it in 20 quarters since.
  • VisionPoint Advisory Group's Union Pacific position peaked at $2.2M in Q4 2020.
  • 866 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.