Aprio Wealth Management
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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
Q3 		$1.98M Buy
7,291
+1,209
+20% +$352K 0.09% 154
2026
Q2 		$1.65M Buy
6,082
+827
+16% +$217K 0.08% 164
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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Aprio Wealth Management's UNP Position: Q3 2026 in Review

Aprio Wealth Management increased its Union Pacific (UNP) stake by 20% in Q3 2026, buying an estimated $352K and bringing the position to 7,291 shares worth $1.98M. The position accounts for 0.09% of the portfolio, ranked #154.

Aprio Wealth Management first reported a position in UNP in Q2 2022 and has held it in 12 quarters since. 1,327 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Aprio Wealth Management held 7,291 shares of Union Pacific worth $1.98M as of Q3 2026.
  • Aprio Wealth Management bought 1,209 Union Pacific shares in Q3 2026, an estimated $352K.
  • Union Pacific made up 0.09% of Aprio Wealth Management's portfolio in Q3 2026, its #154 holding.
  • Aprio Wealth Management first reported a position in Union Pacific in Q2 2022 and has held it in 12 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.