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Badgley Phelps Wealth Managers’s Union Pacific UNP Stock Holding History

Badgley Phelps Wealth Managers’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 		$27.7M Buy
101,873
+257
+0.3% +$67.5K 0.49% 56
2026
Q1 		$24.7M Buy
101,616
+1,471
+1% +$360K 0.49% 55
2025
Q4 		$23.2M Buy
100,145
+1,984
+2% +$453K 0.42% 61
2025
Q3 		$23.2M Buy
98,161
+264
+0.3% +$59.5K 0.49% 55
2025
Q2 		$22.5M Buy
97,897
+63
+0.1% +$14K 0.5% 49
2025
Q1 		$23.1M Buy
97,834
+582
+0.6% +$140K 0.56% 47
2024
Q4 		$22.2M Buy
97,252
+257
+0.3% +$60.8K 0.52% 51
2024
Q3 		$23.9M Buy
96,995
+2,139
+2% +$519K 0.56% 53
2024
Q2 		$21.5M Buy
94,856
+110
+0.1% +$25.8K 0.53% 56
2024
Q1 		$23.3M Buy
94,746
+1,555
+2% +$383K 0.58% 54
2023
Q4 		$22.9M Buy
93,191
+6,336
+7% +$1.39M 0.62% 52
2023
Q3 		$17.7M Buy
86,855
+875
+1% +$191K 0.6% 59
2023
Q2 		$17.6M Buy
85,980
+557
+0.7% +$111K 0.58% 58
2023
Q1 		$17.2M Buy
85,423
+1,751
+2% +$355K 0.63% 54
2022
Q4 		$17.3M Buy
83,672
+279
+0.3% +$57.2K 0.69% 49
2022
Q3 		$16.2M Buy
83,393
+263
+0.3% +$58.2K 0.7% 47
2022
Q2 		$17.7M Sell
83,130
-24,811
-23% -$5.65M 0.73% 46
2022
Q1 		$29.5M Sell
107,941
-1,363
-1% -$344K 1.03% 26
2021
Q4 		$27.5M Buy
109,304
+2,647
+2% +$627K 0.89% 34
2021
Q3 		$20.9M Buy
+106,657
New +$23M 0.76% 44

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Badgley Phelps Wealth Managers's UNP Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Union Pacific (UNP) stake by 0.25% in Q2 2026, buying an estimated $67.5K and bringing the position to 101,873 shares worth $27.7M. The position accounts for 0.49% of the portfolio, ranked #56.

Badgley Phelps Wealth Managers first reported a position in UNP in Q3 2021 and has held it in 20 quarters since. The position peaked at $29.5M in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Badgley Phelps Wealth Managers held 101,873 shares of Union Pacific worth $27.7M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 257 Union Pacific shares in Q2 2026, an estimated $67.5K.
  • Union Pacific made up 0.49% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #56 holding.
  • Badgley Phelps Wealth Managers first reported a position in Union Pacific in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's Union Pacific position peaked at $29.5M in Q1 2022.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.