Aprio Wealth Management’s Union Pacific UNP Stock Holding History

Aprio Wealth Management’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	$1.28M	Buy	5,255 +657	+14%	+$161K	0.07%	162
2025 Q4	$1.07M	Buy	4,598 +1,789	+64%	+$408K	0.06%	185
2025 Q3	$664K	Buy	2,809 +954	+51%	+$215K	0.07%	174
2025 Q2	$427K	Buy	1,855 +226	+14%	+$50.2K	0.05%	219
2025 Q1	$385K	Buy	1,629 +542	+50%	+$130K	0.05%	222
2024 Q4	$248K	Buy	1,087 +124	+13%	+$29.4K	0.04%	251
2024 Q3	$237K	Buy	963 +74	+8%	+$17.9K	0.04%	236
2024 Q2	$201K	Buy	889 +68	+8%	+$15.9K	0.04%	242
2024 Q1	$202K	Buy	+821	New	+$202K	0.04%	225
2022 Q3	–	Sell	-1,317	Closed	-$281K	–	123
2022 Q2	$281K	Buy	+1,317	New	+$300K	0.11%	77

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

Aprio Wealth Management's UNP Position: Q1 2026 in Review

Aprio Wealth Management increased its Union Pacific (UNP) stake by 14% in Q1 2026, buying an estimated $161K and bringing the position to 5,255 shares worth $1.28M. The position accounts for 0.07% of the portfolio, ranked #162.

Aprio Wealth Management first reported a position in UNP in Q2 2022 and has held it in 10 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Aprio Wealth Management held 5,255 shares of Union Pacific worth $1.28M as of Q1 2026.
Aprio Wealth Management bought 657 Union Pacific shares in Q1 2026, an estimated $161K.
Union Pacific made up 0.07% of Aprio Wealth Management's portfolio in Q1 2026, its #162 holding.
Aprio Wealth Management first reported a position in Union Pacific in Q2 2022 and has held it in 10 quarters since.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.