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Accretive Wealth Partners’s Union Pacific UNP Stock Holding History

Accretive Wealth Partners’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
Q1 		$1.92M Buy
7,915
+50
+0.6% +$12.2K 0.54% 52
2025
Q4 		$1.82M Buy
7,865
+133
+2% +$30.4K 0.54% 57
2025
Q3 		$1.83M Buy
7,732
+97
+1% +$21.9K 0.56% 56
2025
Q2 		$1.76M Buy
7,635
+112
+1% +$24.9K 0.58% 56
2025
Q1 		$1.6M Buy
7,523
+839
+13% +$202K 0.57% 59
2024
Q4 		$1.52M Buy
6,684
+22
+0.3% +$5.21K 0.65% 53
2024
Q3 		$1.64M Sell
6,662
-95
-1% -$23K 0.69% 49
2024
Q2 		$1.53M Buy
6,757
+91
+1% +$21.3K 0.64% 50
2024
Q1 		$1.6M Sell
6,666
-30
-0.4% -$7.38K 0.71% 45
2023
Q4 		$1.64M Sell
6,696
-21
-0.3% -$4.62K 0.79% 41
2023
Q3 		$1.37M Buy
6,717
+9
+0.1% +$1.96K 0.82% 36
2023
Q2 		$1.37M Buy
6,708
+159
+2% +$31.6K 0.81% 39
2023
Q1 		$1.32M Buy
6,549
+148
+2% +$30K 0.84% 36
2022
Q4 		$1.33M Buy
6,401
+142
+2% +$29.1K 0.91% 38
2022
Q3 		$1.22M Sell
6,259
-30
-0.5% -$6.64K 0.93% 34
2022
Q2 		$1.34M Buy
6,289
+82
+1% +$18.7K 0.97% 32
2022
Q1 		$1.7M Buy
6,207
+120
+2% +$30.3K 1.06% 23
2021
Q4 		$1.53M Buy
6,087
+191
+3% +$45.2K 0.98% 28
2021
Q3 		$1.16M Buy
5,896
+316
+6% +$68.2K 0.82% 44
2021
Q2 		$1.23M Buy
5,580
+467
+9% +$104K 0.88% 35
2021
Q1 		$1.13M Buy
5,113
+384
+8% +$80.6K 1.01% 29
2020
Q4 		$985K Buy
+4,729
New +$944K 0.97% 32

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Accretive Wealth Partners's UNP Position: Q1 2026 in Review

Accretive Wealth Partners increased its Union Pacific (UNP) stake by 0.64% in Q1 2026, buying an estimated $12.2K and bringing the position to 7,915 shares worth $1.92M. The position accounts for 0.54% of the portfolio, ranked #52.

Accretive Wealth Partners first reported a position in UNP in Q4 2020 and has held it in 22 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Accretive Wealth Partners held 7,915 shares of Union Pacific worth $1.92M as of Q1 2026.
  • Accretive Wealth Partners bought 50 Union Pacific shares in Q1 2026, an estimated $12.2K.
  • Union Pacific made up 0.54% of Accretive Wealth Partners's portfolio in Q1 2026, its #52 holding.
  • Accretive Wealth Partners first reported a position in Union Pacific in Q4 2020 and has held it in 22 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.