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Advus Financial Partners, LLC’s Union Pacific UNP Stock Holding History

Advus Financial Partners, LLC’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
Q2 		$268K Sell
985
-75
-7% -$19.7K 0.06% 213
2026
Q1 		$257K Buy
1,060
+71
+7% +$17.4K 0.06% 204
2025
Q4 		$229K Sell
989
-413
-29% -$94.3K 0.06% 218
2025
Q3 		$331K Sell
1,402
-132
-9% -$29.8K 0.08% 185
2025
Q2 		$353K Sell
1,534
-201
-12% -$44.6K 0.09% 172
2025
Q1 		$410K Buy
1,735
+173
+11% +$41.6K 0.11% 125
2024
Q4 		$356K Buy
1,562
+504
+48% +$119K 0.1% 140
2024
Q3 		$261K Buy
1,058
+8
+0.8% +$1.94K 0.07% 182
2024
Q2 		$238K Buy
1,050
+25
+2% +$5.86K 0.07% 180
2024
Q1 		$252K Buy
1,025
+70
+7% +$17.2K 0.08% 168
2023
Q4 		$235K Buy
+955
New +$210K 0.08% 161
2022
Q4 		– Sell
-1,423
Closed -$277K – 152
2022
Q3 		$277K Buy
1,423
+458
+47% +$101K 0.15% 94
2022
Q2 		$206K Buy
965
+191
+25% +$43.5K 0.11% 123
2022
Q1 		$212K Buy
+774
New +$195K 0.11% 119

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Advus Financial Partners, LLC's UNP Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Union Pacific (UNP) stake by 7.1% in Q2 2026, selling an estimated $19.7K and leaving 985 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #213.

Advus Financial Partners, LLC first reported a position in UNP in Q1 2022 and has held it in 14 quarters since. The position peaked at $410K in Q1 2025. 2,878 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Advus Financial Partners, LLC held 985 shares of Union Pacific worth $268K as of Q2 2026.
  • Advus Financial Partners, LLC sold 75 Union Pacific shares in Q2 2026, an estimated $19.7K.
  • Union Pacific made up 0.06% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #213 holding.
  • Advus Financial Partners, LLC first reported a position in Union Pacific in Q1 2022 and has held it in 14 quarters since.
  • Advus Financial Partners, LLC's Union Pacific position peaked at $410K in Q1 2025.
  • 2,878 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.