Baron Wealth Management’s Union Pacific UNP Stock Holding History

Baron 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	$373K	Buy	1,372 +18	+1%	+$4.73K	0.1%	160
2026 Q1	$329K	Hold	1,354	–	–	0.1%	169
2025 Q4	$313K	Buy	1,354 +54	+4%	+$12.3K	0.1%	169
2025 Q3	$307K	Buy	1,300 +110	+9%	+$24.8K	0.1%	155
2025 Q2	$274K	Sell	1,190 -447	-27%	-$99.2K	0.1%	155
2025 Q1	$387K	Buy	1,637 +228	+16%	+$54.9K	0.17%	95
2024 Q4	$321K	Buy	1,409 +45	+3%	+$10.7K	0.15%	111
2024 Q3	$336K	Buy	1,364 +60	+5%	+$14.5K	0.16%	106
2024 Q2	$295K	Sell	1,304 -131	-9%	-$30.7K	0.15%	113
2024 Q1	$353K	Hold	1,435	–	–	0.19%	93
2023 Q4	$352K	Buy	1,435 +10	+0.7%	+$2.2K	0.19%	85
2023 Q3	$290K	Buy	1,425 +216	+18%	+$47K	0.19%	94
2023 Q2	$247K	Buy	+1,209	New	+$240K	0.16%	112

Other funds holding UNP

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Baron Wealth Management's UNP Position: Q2 2026 in Review

Baron Wealth Management increased its Union Pacific (UNP) stake by 1.3% in Q2 2026, buying an estimated $4.73K and bringing the position to 1,372 shares worth $373K. The position accounts for 0.1% of the portfolio, ranked #160.

Baron Wealth Management first reported a position in UNP in Q2 2023 and has held it in 13 quarters since. The position peaked at $387K in Q1 2025. 914 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Baron Wealth Management held 1,372 shares of Union Pacific worth $373K as of Q2 2026.
Baron Wealth Management bought 18 Union Pacific shares in Q2 2026, an estimated $4.73K.
Union Pacific made up 0.1% of Baron Wealth Management's portfolio in Q2 2026, its #160 holding.
Baron Wealth Management first reported a position in Union Pacific in Q2 2023 and has held it in 13 quarters since.
Baron Wealth Management's Union Pacific position peaked at $387K in Q1 2025.
914 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.