AE Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.35M | Buy |
38,555
+1,891
| +5% | +$463K | 0.05% | 301 |
|
|
2025
Q4 | $8.48M | Buy |
36,664
+8,719
| +31% | +$1.99M | 0.05% | 311 |
|
|
2025
Q3 | $6.61M | Buy |
27,945
+1,516
| +6% | +$342K | 0.04% | 335 |
|
|
2025
Q2 | $6.08M | Buy |
26,429
+1,180
| +5% | +$262K | 0.04% | 329 |
|
|
2025
Q1 | $5.97M | Buy |
25,249
+596
| +2% | +$143K | 0.05% | 313 |
|
|
2024
Q4 | $5.62M | Buy |
24,653
+373
| +2% | +$88.3K | 0.05% | 324 |
|
|
2024
Q3 | $5.98M | Sell |
24,280
-72,360
| -75% | -$17.5M | 0.05% | 301 |
|
|
2024
Q2 | $21.9M | Buy |
96,640
+34,993
| +57% | +$8.2M | 0.22% | 111 |
|
|
2024
Q1 | $15.2M | Sell |
61,647
-25,431
| -29% | -$6.26M | 0.17% | 162 |
|
|
2023
Q4 | $20.9M | Buy |
87,078
+10,941
| +14% | +$2.41M | 0.11% | 215 |
|
|
2023
Q3 | $15.5M | Buy |
76,137
+18,292
| +32% | +$3.98M | 0.09% | 251 |
|
|
2023
Q2 | $11.8M | Sell |
57,845
-29,470
| -34% | -$5.86M | 0.07% | 338 |
|
|
2023
Q1 | $17.6M | Buy |
87,315
+10,812
| +14% | +$2.19M | 0.11% | 219 |
|
|
2022
Q4 | $15.8M | Buy |
76,503
+37
| +0% | +$7.59K | 0.11% | 208 |
|
|
2022
Q3 | $14.9M | Buy |
76,466
+8,715
| +13% | +$1.93M | 0.12% | 184 |
|
|
2022
Q2 | $14.4M | Sell |
67,751
-2,691
| -4% | -$612K | 0.12% | 194 |
|
|
2022
Q1 | $19.2M | Buy |
70,442
+5,318
| +8% | +$1.34M | 0.13% | 166 |
|
|
2021
Q4 | $16.4M | Buy |
65,124
+424
| +0.7% | +$100K | 0.11% | 185 |
|
|
2021
Q3 | $12.7M | Buy |
64,700
+4,980
| +8% | +$1.08M | 0.1% | 203 |
|
|
2021
Q2 | $13.1M | Buy |
59,720
+7,672
| +15% | +$1.71M | 0.11% | 178 |
|
|
2021
Q1 | $11.5M | Buy |
52,048
+7,737
| +17% | +$1.62M | 0.12% | 181 |
|
|
2020
Q4 | $9.23M | Buy |
44,311
+3,290
| +8% | +$657K | 0.1% | 195 |
|
|
2020
Q3 | $8.08M | Buy |
41,021
+9,254
| +29% | +$1.72M | 0.12% | 166 |
|
|
2020
Q2 | $5.37M | Buy |
31,767
+6,305
| +25% | +$1.01M | 0.08% | 213 |
|
|
2020
Q1 | $3.59M | Sell |
25,462
-2,904
| -10% | -$480K | 0.08% | 215 |
|
|
2019
Q4 | $5.13M | Buy |
28,366
+4,772
| +20% | +$817K | 0.11% | 174 |
|
|
2019
Q3 | $3.82M | Buy |
23,594
+3,967
| +20% | +$667K | 0.11% | 177 |
|
|
2019
Q2 | $3.32M | Buy |
19,627
+5,992
| +44% | +$1.03M | 0.1% | 169 |
|
|
2019
Q1 | $2.28M | Buy |
13,635
+1,255
| +10% | +$202K | 0.16% | 128 |
|
|
2018
Q4 | $1.71M | Buy |
12,380
+734
| +6% | +$109K | 0.29% | 88 |
|
|
2018
Q3 | $1.9M | Buy |
11,646
+1,832
| +19% | +$276K | 0.1% | 142 |
|
|
2018
Q2 | $1.39M | Buy |
9,814
+801
| +9% | +$112K | 0.09% | 126 |
|
|
2018
Q1 | $1.21M | Buy |
9,013
+387
| +4% | +$52.1K | 0.09% | 137 |
|
|
2017
Q4 | $1.16M | Buy |
8,626
+4,223
| +96% | +$509K | 0.1% | 138 |
|
|
2017
Q3 | $511K | Buy |
4,403
+739
| +20% | +$79.3K | 0.05% | 231 |
|
|
2017
Q2 | $399K | Buy |
+3,664
| New | +$400K | 0.05% | 261 |
|
Other funds holding UNP
VCM
VPM
AE Wealth Management's UNP Position: Q1 2026 in Review
AE Wealth Management increased its Union Pacific (UNP) stake by 5.2% in Q1 2026, buying an estimated $463K and bringing the position to 38,555 shares worth $9.35M. The position accounts for 0.05% of the portfolio, ranked #301.
AE Wealth Management first reported a position in UNP in Q2 2017 and has held it in 36 quarters since. The position peaked at $21.9M in Q2 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.
- AE Wealth Management held 38,555 shares of Union Pacific worth $9.35M as of Q1 2026.
- AE Wealth Management bought 1,891 Union Pacific shares in Q1 2026, an estimated $463K.
- Union Pacific made up 0.05% of AE Wealth Management's portfolio in Q1 2026, its #301 holding.
- AE Wealth Management first reported a position in Union Pacific in Q2 2017 and has held it in 36 quarters since.
- AE Wealth Management's Union Pacific position peaked at $21.9M in Q2 2024.
- 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.