Bartlett & Co Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.8M | Sell |
113,155
-7,731
| -6% | -$1.89M | 0.38% | 56 |
|
|
2025
Q4 | $28M | Sell |
120,886
-7,197
| -6% | -$1.64M | 0.37% | 55 |
|
|
2025
Q3 | $30.3M | Sell |
128,083
-2,530
| -2% | -$570K | 0.4% | 57 |
|
|
2025
Q2 | $30.1M | Sell |
130,613
-2,655
| -2% | -$589K | 0.42% | 60 |
|
|
2025
Q1 | $31.5M | Sell |
133,268
-6,990
| -5% | -$1.68M | 0.46% | 57 |
|
|
2024
Q4 | $32M | Sell |
140,258
-2,513
| -2% | -$595K | 0.46% | 56 |
|
|
2024
Q3 | $35.2M | Sell |
142,771
-6,962
| -5% | -$1.69M | 0.51% | 54 |
|
|
2024
Q2 | $33.9M | Sell |
149,733
-1,129
| -0.7% | -$265K | 0.51% | 52 |
|
|
2024
Q1 | $37.1M | Sell |
150,862
-385
| -0.3% | -$94.7K | 0.57% | 53 |
|
|
2023
Q4 | $37.2M | Sell |
151,247
-1,587
| -1% | -$349K | 0.6% | 49 |
|
|
2023
Q3 | $31.1M | Sell |
152,834
-585
| -0.4% | -$127K | 0.56% | 55 |
|
|
2023
Q2 | $31.4M | Buy |
153,419
+2,023
| +1% | +$402K | 0.54% | 55 |
|
|
2023
Q1 | $30.5M | Sell |
151,396
-8,599
| -5% | -$1.74M | 0.59% | 52 |
|
|
2022
Q4 | $33.1M | Sell |
159,995
-1,043
| -0.6% | -$214K | 0.67% | 45 |
|
|
2022
Q3 | $31.4M | Sell |
161,038
-763
| -0.5% | -$169K | 0.67% | 47 |
|
|
2022
Q2 | $34.5M | Sell |
161,801
-5,800
| -3% | -$1.32M | 0.7% | 49 |
|
|
2022
Q1 | $45.8M | Buy |
167,601
+3,553
| +2% | +$897K | 0.8% | 42 |
|
|
2021
Q4 | $41.3M | Sell |
164,048
-701
| -0.4% | -$166K | 0.7% | 48 |
|
|
2021
Q3 | $32.3M | Sell |
164,749
-1,875
| -1% | -$405K | 0.62% | 55 |
|
|
2021
Q2 | $36.6M | Sell |
166,624
-1,681
| -1% | -$374K | 0.7% | 50 |
|
|
2021
Q1 | $37.1M | Sell |
168,305
-1,079
| -0.6% | -$227K | 0.75% | 49 |
|
|
2020
Q4 | $35.3M | Sell |
169,384
-923
| -0.5% | -$184K | 0.75% | 49 |
|
|
2020
Q3 | $33.5M | Sell |
170,307
-1,111
| -0.6% | -$206K | 0.79% | 46 |
|
|
2020
Q2 | $29M | Sell |
171,418
-2,016
| -1% | -$323K | 0.76% | 46 |
|
|
2020
Q1 | $24.5M | Sell |
173,434
-3,255
| -2% | -$538K | 0.74% | 45 |
|
|
2019
Q4 | $31.9M | Sell |
176,689
-2,545
| -1% | -$436K | 0.78% | 42 |
|
|
2019
Q3 | $29M | Buy |
179,234
+141,134
| +370% | +$23.7M | 0.76% | 45 |
|
|
2019
Q2 | $6.44M | Sell |
38,100
-3
| -0% | -$514 | 0.24% | 79 |
|
|
2019
Q1 | $6.37M | Buy |
38,103
+54
| +0.1% | +$8.69K | 0.24% | 80 |
|
|
2018
Q4 | $5.26M | Sell |
38,049
-6,060
| -14% | -$898K | 0.22% | 82 |
|
|
2018
Q3 | $7.18M | Sell |
44,109
-389
| -0.9% | -$58.6K | 0.27% | 78 |
|
|
2018
Q2 | $6.3M | Hold |
44,498
| – | – | 0.26% | 77 |
|
|
2018
Q1 | $5.98M | Buy |
+44,498
| New | +$5.99M | 0.25% | 77 |
|
Other funds holding UNP
VCM
VPM
Bartlett & Co Wealth Management's UNP Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its Union Pacific (UNP) stake by 6.4% in Q1 2026, selling an estimated $1.89M and leaving 113,155 shares worth $29.8M. The position accounts for 0.38% of the portfolio, ranked #56.
Bartlett & Co Wealth Management first reported a position in UNP in Q1 2018 and has held it in 33 quarters since. The position peaked at $45.8M in Q1 2022. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.
- Bartlett & Co Wealth Management held 113,155 shares of Union Pacific worth $29.8M as of Q1 2026.
- Bartlett & Co Wealth Management sold 7,731 Union Pacific shares in Q1 2026, an estimated $1.89M.
- Union Pacific made up 0.38% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #56 holding.
- Bartlett & Co Wealth Management first reported a position in Union Pacific in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Union Pacific position peaked at $45.8M in Q1 2022.
- 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.