Alpha Financial Partners’s Union Pacific UNP Stock Holding History

Alpha Financial 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	$228K	Buy	+941	New	+$230K	0.14%	93
2025 Q4	–	Sell	-1,339	Closed	-$317K	–	105
2025 Q3	$317K	Sell	1,339 -3	-0.2%	-$676	0.21%	65
2025 Q2	$309K	Sell	1,342 -62	-4%	-$13.8K	0.22%	62
2025 Q1	$332K	Sell	1,404 -274	-16%	-$66K	0.27%	53
2024 Q4	$383K	Buy	+1,678	New	+$397K	0.3%	42
2024 Q3	–	Sell	-1,453	Closed	-$329K	–	152
2024 Q2	$329K	Buy	1,453 +50	+4%	+$11.7K	0.28%	43
2024 Q1	$345K	Buy	1,403 +39	+3%	+$9.6K	0.31%	41
2023 Q4	$335K	Sell	1,364 -9	-0.7%	-$1.98K	0.33%	41
2023 Q3	$279K	Sell	1,373 -569	-29%	-$124K	0.32%	59
2023 Q2	$397K	Buy	1,942 +26	+1%	+$5.17K	0.42%	45
2023 Q1	$386K	Buy	1,916 +81	+4%	+$16.4K	0.43%	43
2022 Q4	$380K	Buy	+1,835	New	+$376K	0.46%	44

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Alpha Financial Partners's UNP Position: Q1 2026 in Review

Alpha Financial Partners opened a new position in Union Pacific (UNP) in Q1 2026: 941 shares worth $228K. The stake represents 0.14% of the portfolio and ranks #93 among its holdings. This is a return to the name: Alpha Financial Partners previously reported a position in UNP as recently as Q3 2025.

Alpha Financial Partners first reported a position in UNP in Q4 2022 and has held it in 12 quarters since. The position peaked at $397K in Q2 2023. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Alpha Financial Partners held 941 shares of Union Pacific worth $228K as of Q1 2026.
Union Pacific was a new Alpha Financial Partners position in Q1 2026.
Union Pacific made up 0.14% of Alpha Financial Partners's portfolio in Q1 2026, its #93 holding.
Alpha Financial Partners first reported a position in Union Pacific in Q4 2022 and has held it in 12 quarters since.
Alpha Financial Partners's Union Pacific position peaked at $397K in Q2 2023.
2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.