James T. Borello RIA’s Union Pacific UNP Stock Holding History

James T. Borello RIA’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	$525K	Buy	1,931 +7	+0.4%	+$2.04K	0.11%	67
2026 Q2	$523K	Buy	1,924 +75	+4%	+$19.7K	0.11%	66
2026 Q1	$449K	Sell	1,849 -624	-25%	-$153K	0.11%	67
2025 Q4	$572K	Buy	2,473 +71	+3%	+$16.2K	0.15%	59
2025 Q3	$568K	Buy	2,402 +28	+1%	+$6.31K	0.15%	59
2025 Q2	$546K	Buy	2,374 +9	+0.4%	+$2K	0.16%	53
2025 Q1	$559K	Buy	2,365 +324	+16%	+$78K	0.18%	50
2024 Q4	$466K	Buy	2,041 +8	+0.4%	+$1.89K	0.17%	52
2024 Q3	$501K	Buy	2,033 +633	+45%	+$153K	0.2%	48
2024 Q2	$317K	Buy	1,400 +15	+1%	+$3.52K	0.14%	56
2024 Q1	$341K	Buy	+1,385	New	+$341K	0.16%	52

Other funds holding UNP

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

James T. Borello RIA's UNP Position: Q3 2026 in Review

James T. Borello RIA increased its Union Pacific (UNP) stake by 0.36% in Q3 2026, buying an estimated $2.04K and bringing the position to 1,931 shares worth $525K. The position accounts for 0.11% of the portfolio, ranked #67.

James T. Borello RIA first reported a position in UNP in Q1 2024 and has held it in 11 quarters since. The position peaked at $572K in Q4 2025. 465 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

James T. Borello RIA held 1,931 shares of Union Pacific worth $525K as of Q3 2026.
James T. Borello RIA bought 7 Union Pacific shares in Q3 2026, an estimated $2.04K.
Union Pacific made up 0.11% of James T. Borello RIA's portfolio in Q3 2026, its #67 holding.
James T. Borello RIA first reported a position in Union Pacific in Q1 2024 and has held it in 11 quarters since.
James T. Borello RIA's Union Pacific position peaked at $572K in Q4 2025.
465 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.