Acima Private Wealth’s Union Pacific UNP Stock Holding History

Acima Private Wealth’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	$999K	Hold	3,671	–	–	0.29%	50
2026 Q1	$891K	Hold	3,671	–	–	0.28%	52
2025 Q4	$849K	Sell	3,671 -37	-1%	-$8.45K	0.26%	54
2025 Q3	$876K	Hold	3,708	–	–	0.27%	54
2025 Q2	$853K	Buy	3,708 +3,200	+630%	+$710K	0.29%	54
2025 Q1	$120K	Sell	508 -664	-57%	-$160K	0.04%	129
2024 Q4	$267K	Hold	1,172	–	–	0.09%	111
2024 Q3	$289K	Hold	1,172	–	–	0.1%	107
2024 Q2	$265K	Sell	1,172 -261	-18%	-$61.2K	0.1%	106
2024 Q1	$352K	Hold	1,433	–	–	0.13%	95
2023 Q4	$352K	Hold	1,433	–	–	0.14%	99
2023 Q3	$292K	Hold	1,433	–	–	0.13%	110
2023 Q2	$293K	Sell	1,433 -42	-3%	-$8.35K	0.14%	109
2023 Q1	$297K	Hold	1,475	–	–	0.15%	103
2022 Q4	$305K	Hold	1,475	–	–	0.16%	102
2022 Q3	$287K	Hold	1,475	–	–	0.15%	98
2022 Q2	$315K	Hold	1,475	–	–	0.16%	98
2022 Q1	$403K	Hold	1,475	–	–	0.19%	99
2021 Q4	$372K	Hold	1,475	–	–	0.16%	100
2021 Q3	$289K	Hold	1,475	–	–	0.13%	106
2021 Q2	$324K	Hold	1,475	–	–	0.15%	102
2021 Q1	$325K	Hold	1,475	–	–	0.16%	98
2020 Q4	$307K	Hold	1,475	–	–	0.16%	98
2020 Q3	$290K	Sell	1,475 -100	-6%	-$18.6K	0.17%	94
2020 Q2	$266K	Hold	1,575	–	–	0.17%	102
2020 Q1	$222K	Sell	1,575 -150	-9%	-$24.8K	0.17%	102
2019 Q4	$312K	Buy	1,725 +150	+10%	+$25.7K	0.22%	103
2019 Q3	$255K	Hold	1,575	–	–	0.19%	109
2019 Q2	$266K	Hold	1,575	–	–	0.21%	103
2019 Q1	$263K	Buy	1,575 +108	+7%	+$17.4K	0.23%	99
2018 Q4	$203K	Buy	+1,467	New	+$217K	0.2%	108

Other funds holding UNP

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return