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Berger Financial Group’s Union Pacific UNP Stock Holding History

Berger Financial Group’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 		$206K Buy
+850
New +$208K 0.01% 453
2025
Q4 		– Sell
-3,226
Closed -$763K – 488
2025
Q3 		$763K Sell
3,226
-210
-6% -$47.3K 0.05% 232
2025
Q2 		$791K Sell
3,436
-85
-2% -$18.9K 0.05% 215
2025
Q1 		$832K Sell
3,521
-30
-0.8% -$7.22K 0.06% 203
2024
Q4 		$810K Sell
3,551
-22
-0.6% -$5.21K 0.06% 194
2024
Q3 		$881K Buy
3,573
+2,626
+277% +$637K 0.06% 169
2024
Q2 		$214K Buy
+947
New +$222K 0.02% 347
2023
Q4 		– Sell
-2,353
Closed -$479K – 310
2023
Q3 		$479K Sell
2,353
-29
-1% -$6.32K 0.06% 160
2023
Q2 		$487K Sell
2,382
-9
-0.4% -$1.79K 0.06% 160
2023
Q1 		$481K Sell
2,391
-42
-2% -$8.51K 0.06% 158
2022
Q4 		$504K Sell
2,433
-8
-0.3% -$1.64K 0.07% 151
2022
Q3 		$476K Sell
2,441
-25
-1% -$5.53K 0.07% 142
2022
Q2 		$526K Sell
2,466
-41
-2% -$9.33K 0.08% 130
2022
Q1 		$685K Buy
2,507
+54
+2% +$13.6K 0.09% 124
2021
Q4 		$618K Buy
2,453
+663
+37% +$157K 0.08% 133
2021
Q3 		$351K Hold
1,790
– – 0.06% 142
2021
Q2 		$394K Sell
1,790
-12
-0.7% -$2.67K 0.07% 135
2021
Q1 		$397K Buy
1,802
+9
+0.5% +$1.89K 0.09% 131
2020
Q4 		$373K Buy
+1,793
New +$358K 0.07% 146

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

Berger Financial Group's UNP Position: Q1 2026 in Review

Berger Financial Group opened a new position in Union Pacific (UNP) in Q1 2026: 850 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #453 among its holdings. This is a return to the name: Berger Financial Group previously reported a position in UNP as recently as Q3 2025.

Berger Financial Group first reported a position in UNP in Q4 2020 and has held it in 19 quarters since. The position peaked at $881K in Q3 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Berger Financial Group held 850 shares of Union Pacific worth $206K as of Q1 2026.
  • Union Pacific was a new Berger Financial Group position in Q1 2026.
  • Union Pacific made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #453 holding.
  • Berger Financial Group first reported a position in Union Pacific in Q4 2020 and has held it in 19 quarters since.
  • Berger Financial Group's Union Pacific position peaked at $881K in Q3 2024.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.