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Beacon Pointe Advisors’s Union Pacific UNP Stock Holding History

Beacon Pointe Advisors’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
Q1 		$12.5M Buy
51,325
+28,475
+125% +$6.97M 0.07% 266
2025
Q4 		$5.29M Buy
22,850
+58
+0.3% +$13.2K 0.04% 369
2025
Q3 		$5.39M Sell
22,792
-16,704
-42% -$3.76M 0.05% 329
2025
Q2 		$9.09M Buy
39,496
+1,774
+5% +$394K 0.09% 196
2025
Q1 		$8.91M Sell
37,722
-2,242
-6% -$540K 0.1% 187
2024
Q4 		$9.11M Sell
39,964
-7,091
-15% -$1.68M 0.1% 180
2024
Q3 		$11.6M Buy
47,055
+257
+0.5% +$62.3K 0.13% 150
2024
Q2 		$10.6M Sell
46,798
-3,253
-6% -$762K 0.13% 156
2024
Q1 		$12.3M Sell
50,051
-2,545
-5% -$626K 0.14% 154
2023
Q4 		$12.9M Sell
52,596
-1,449
-3% -$319K 0.15% 142
2023
Q3 		$11M Buy
54,045
+5,660
+12% +$1.23M 0.14% 153
2023
Q2 		$9.9M Sell
48,385
-2,707
-5% -$538K 0.16% 125
2023
Q1 		$10.3M Buy
51,092
+3,363
+7% +$682K 0.18% 123
2022
Q4 		$9.88M Buy
47,729
+4,845
+11% +$994K 0.19% 117
2022
Q3 		$8.37M Sell
42,884
-288
-0.7% -$63.7K 0.19% 123
2022
Q2 		$9.2M Buy
43,172
+1,691
+4% +$385K 0.19% 120
2022
Q1 		$11.3M Buy
41,481
+32,726
+374% +$8.26M 0.16% 139
2021
Q4 		$2.21M Sell
8,755
-2,488
-22% -$589K 0.06% 251
2021
Q3 		$2.2M Buy
11,243
+1,867
+20% +$403K 0.05% 271
2021
Q2 		$2.06M Buy
9,376
+6,598
+238% +$1.47M 0.07% 215
2021
Q1 		$614K Sell
2,778
-1,214
-30% -$255K 0.04% 265
2020
Q4 		$830K Buy
3,992
+803
+25% +$160K 0.06% 220
2020
Q3 		$628K Sell
3,189
-506
-14% -$94K 0.06% 206
2020
Q2 		$623K Buy
3,695
+1,213
+49% +$194K 0.06% 201
2020
Q1 		$350K Buy
+2,482
New +$410K 0.06% 211

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Beacon Pointe Advisors's UNP Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Union Pacific (UNP) stake by 125% in Q1 2026, buying an estimated $6.97M and bringing the position to 51,325 shares worth $12.5M. The position accounts for 0.07% of the portfolio, ranked #266.

Beacon Pointe Advisors first reported a position in UNP in Q1 2020 and has held it in 25 quarters since. The position peaked at $12.9M in Q4 2023. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Beacon Pointe Advisors held 51,325 shares of Union Pacific worth $12.5M as of Q1 2026.
  • Beacon Pointe Advisors bought 28,475 Union Pacific shares in Q1 2026, an estimated $6.97M.
  • Union Pacific made up 0.07% of Beacon Pointe Advisors's portfolio in Q1 2026, its #266 holding.
  • Beacon Pointe Advisors first reported a position in Union Pacific in Q1 2020 and has held it in 25 quarters since.
  • Beacon Pointe Advisors's Union Pacific position peaked at $12.9M in Q4 2023.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.