BWG
UNP icon

Berry Wealth Group’s Union Pacific UNP Stock Holding History

Berry Wealth 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 		– Sell
-930
Closed -$215K – 31
2025
Q4 		$215K Sell
930
-154
-14% -$35.2K 0.76% 28
2025
Q3 		$256K Sell
1,084
-5,821
-84% -$1.31M 0.84% 26
2025
Q2 		$1.59M Sell
6,905
-158
-2% -$35.1K 1.11% 27
2025
Q1 		$1.67M Sell
7,063
-331
-4% -$79.7K 1.31% 25
2024
Q4 		$1.69M Sell
7,394
-114
-2% -$27K 1.22% 26
2024
Q3 		$1.85M Sell
7,508
-97
-1% -$23.5K 1.33% 26
2024
Q2 		$1.72M Buy
7,605
+62
+0.8% +$14.5K 1.37% 21
2024
Q1 		$1.86M Sell
7,543
-1,441
-16% -$355K 1.54% 21
2023
Q4 		$2.21M Buy
+8,984
New +$1.98M 2.03% 20

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

Berry Wealth Group's UNP Position: Q1 2026 in Review

Berry Wealth Group sold out of Union Pacific (UNP) in Q1 2026, closing a stake of 930 shares — an estimated $215K sold.

Berry Wealth Group first reported a position in UNP in Q4 2023 and held it in 9 quarters. The position peaked at $2.21M in Q4 2023. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Berry Wealth Group reported no remaining Union Pacific position as of Q1 2026 after selling out during the quarter.
  • Berry Wealth Group sold 930 Union Pacific shares in Q1 2026, an estimated $215K.
  • Berry Wealth Group first reported a position in Union Pacific in Q4 2023 and held it in 9 quarters.
  • Berry Wealth Group's Union Pacific position peaked at $2.21M in Q4 2023.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.