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 Q3	$375K	Buy	1,377 +5	+0.4%	+$1.45K	0.1%	159
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Baron Wealth Management increased its Union Pacific (UNP) stake by 0.36% in Q3 2026, buying an estimated $1.45K and bringing the position to 1,377 shares worth $375K. The position accounts for 0.1% of the portfolio, ranked #159.

Baron Wealth Management first reported a position in UNP in Q2 2023 and has held it in 14 quarters since. The position peaked at $387K in Q1 2025. 1,839 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Baron Wealth Management held 1,377 shares of Union Pacific worth $375K as of Q3 2026.
Baron Wealth Management bought 5 Union Pacific shares in Q3 2026, an estimated $1.45K.
Union Pacific made up 0.1% of Baron Wealth Management's portfolio in Q3 2026, its #159 holding.
Baron Wealth Management first reported a position in Union Pacific in Q2 2023 and has held it in 14 quarters since.
Baron Wealth Management's Union Pacific position peaked at $387K in Q1 2025.
1,839 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.