Berkeley Capital Partners’s Union Pacific UNP Stock Holding History

Berkeley Capital Partners’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	$467K	Sell	1,927 -2,583	-57%	-$632K	0.11%	130
2025 Q4	$1.04M	Buy	4,510 +3,367	+295%	+$769K	0.25%	84
2025 Q3	$270K	Buy	1,143 +70	+7%	+$15.8K	0.06%	152
2025 Q2	$247K	Sell	1,073 -7	-0.6%	-$1.55K	0.06%	153
2025 Q1	$255K	Buy	1,080 +114	+12%	+$27.4K	0.07%	148
2024 Q4	$220K	Buy	+966	New	+$229K	0.06%	163
2024 Q2	–	Sell	-872	Closed	-$214K	–	166
2024 Q1	$214K	Sell	872 -3,228	-79%	-$794K	0.07%	157
2023 Q4	$1.01M	Buy	4,100 +42	+1%	+$9.23K	0.33%	60
2023 Q3	$826K	Buy	+4,058	New	+$884K	0.3%	71

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Berkeley Capital Partners's UNP Position: Q1 2026 in Review

Berkeley Capital Partners reduced its Union Pacific (UNP) stake by 57% in Q1 2026, selling an estimated $632K and leaving 1,927 shares worth $467K. The position accounts for 0.11% of the portfolio, ranked #130.

Berkeley Capital Partners first reported a position in UNP in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.04M in Q4 2025. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Berkeley Capital Partners held 1,927 shares of Union Pacific worth $467K as of Q1 2026.
Berkeley Capital Partners sold 2,583 Union Pacific shares in Q1 2026, an estimated $632K.
Union Pacific made up 0.11% of Berkeley Capital Partners's portfolio in Q1 2026, its #130 holding.
Berkeley Capital Partners first reported a position in Union Pacific in Q3 2023 and has held it in 9 quarters since.
Berkeley Capital Partners's Union Pacific position peaked at $1.04M in Q4 2025.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.