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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
Q3 		$1.17M Sell
4,297
-34
-0.8% -$9.89K 0.23% 76
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Baker Tilly Wealth Management's UNP Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Union Pacific (UNP) stake by 0.79% in Q3 2026, selling an estimated $9.89K and leaving 4,297 shares worth $1.17M. The position accounts for 0.23% of the portfolio, ranked #76.

Baker Tilly Wealth Management first reported a position in UNP in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.16M in Q2 2023. 156 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Baker Tilly Wealth Management held 4,297 shares of Union Pacific worth $1.17M as of Q3 2026.
  • Baker Tilly Wealth Management sold 34 Union Pacific shares in Q3 2026, an estimated $9.89K.
  • Union Pacific made up 0.23% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #76 holding.
  • Baker Tilly Wealth Management first reported a position in Union Pacific in Q1 2021 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Union Pacific position peaked at $2.16M in Q2 2023.
  • 156 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.