Baker Tilly Wealth Management’s Union Pacific UNP Stock Holding History

Baker Tilly 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 Q2	$1.18M	Sell	4,331 -282	-6%	-$74K	0.25%	73
2026 Q1	$1.12M	Sell	4,613 -21	-0.5%	-$5.14K	0.27%	69
2025 Q4	$1.07M	Buy	4,634 +63	+1%	+$14.4K	0.26%	73
2025 Q3	$1.08M	Buy	4,571 +1,160	+34%	+$261K	0.24%	72
2025 Q2	$785K	Sell	3,411 -872	-20%	-$194K	0.28%	80
2025 Q1	$1.01M	Buy	4,283 +78	+2%	+$18.8K	0.4%	60
2024 Q4	$959K	Buy	4,205 +664	+19%	+$157K	0.38%	56
2024 Q3	$873K	Buy	3,541 +586	+20%	+$142K	0.39%	63
2024 Q2	$669K	Buy	2,955 +141	+5%	+$33K	0.27%	88
2024 Q1	$692K	Buy	2,814 +115	+4%	+$28.3K	0.13%	178
2023 Q4	$663K	Sell	2,699 -427	-14%	-$93.9K	0.11%	212
2023 Q3	$636K	Sell	3,126 -7,425	-70%	-$1.62M	0.1%	201
2023 Q2	$2.16M	Buy	10,551 +867	+9%	+$172K	0.23%	93
2023 Q1	$1.95M	Buy	9,684 +833	+9%	+$169K	0.22%	102
2022 Q4	$1.83M	Buy	8,851 +1,187	+15%	+$243K	0.23%	107
2022 Q3	$1.49M	Sell	7,664 -581	-7%	-$129K	0.2%	102
2022 Q2	$1.76M	Buy	8,245 +409	+5%	+$93.1K	0.23%	93
2022 Q1	$2.14M	Buy	7,836 +1,299	+20%	+$328K	0.24%	89
2021 Q4	$1.65M	Buy	6,537 +1,414	+28%	+$335K	0.18%	118
2021 Q3	$1M	Buy	5,123 +918	+22%	+$198K	0.13%	166
2021 Q2	$925K	Buy	4,205 +449	+12%	+$100K	0.15%	157
2021 Q1	$828K	Buy	+3,756	New	+$789K	0.17%	151

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Baker Tilly Wealth Management's UNP Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Union Pacific (UNP) stake by 6.1% in Q2 2026, selling an estimated $74K and leaving 4,331 shares worth $1.18M. The position accounts for 0.25% of the portfolio, ranked #73.

Baker Tilly Wealth Management first reported a position in UNP in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.16M in Q2 2023. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Baker Tilly Wealth Management held 4,331 shares of Union Pacific worth $1.18M as of Q2 2026.
Baker Tilly Wealth Management sold 282 Union Pacific shares in Q2 2026, an estimated $74K.
Union Pacific made up 0.25% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #73 holding.
Baker Tilly Wealth Management first reported a position in Union Pacific in Q1 2021 and has held it in 22 quarters since.
Baker Tilly Wealth Management's Union Pacific position peaked at $2.16M in Q2 2023.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.