Blue Bell Private 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
Q2 | $341K | Hold |
1,253
| – | – | 0.04% | 233 |
|
|
2026
Q1 | $304K | Buy |
1,253
+108
| +9% | +$26.4K | 0.04% | 222 |
|
|
2025
Q4 | $265K | Hold |
1,145
| – | – | 0.04% | 231 |
|
|
2025
Q3 | $271K | Sell |
1,145
-9
| -0.8% | -$2.03K | 0.04% | 219 |
|
|
2025
Q2 | $266K | Buy |
1,154
+39
| +3% | +$8.66K | 0.04% | 206 |
|
|
2025
Q1 | $263K | Buy |
1,115
+5
| +0.5% | +$1.2K | 0.05% | 188 |
|
|
2024
Q4 | $253K | Sell |
1,110
-15
| -1% | -$3.55K | 0.05% | 187 |
|
|
2024
Q3 | $277K | Buy |
1,125
+56
| +5% | +$13.6K | 0.05% | 183 |
|
|
2024
Q2 | $242K | Buy |
1,069
+16
| +2% | +$3.75K | 0.05% | 178 |
|
|
2024
Q1 | $259K | Buy |
1,053
+3
| +0.3% | +$738 | 0.06% | 158 |
|
|
2023
Q4 | $258K | Buy |
1,050
+202
| +24% | +$44.4K | 0.06% | 143 |
|
|
2023
Q3 | $173K | Buy |
848
+8
| +1% | +$1.74K | 0.05% | 158 |
|
|
2023
Q2 | $172K | Buy |
840
+50
| +6% | +$9.94K | 0.05% | 147 |
|
|
2023
Q1 | $159K | Hold |
790
| – | – | 0.05% | 137 |
|
|
2022
Q4 | $164K | Hold |
790
| – | – | 0.05% | 127 |
|
|
2022
Q3 | $154K | Hold |
790
| – | – | 0.06% | 124 |
|
|
2022
Q2 | $168K | Hold |
790
| – | – | 0.06% | 114 |
|
|
2022
Q1 | $216K | Hold |
790
| – | – | 0.06% | 103 |
|
|
2021
Q4 | $199K | Buy |
+790
| New | +$187K | 0.05% | 103 |
|
|
2016
Q4 | – | Sell |
-840
| Closed | -$82K | – | 390 |
|
|
2016
Q3 | $82K | Hold |
840
| – | – | 0.05% | 151 |
|
|
2016
Q2 | $74K | Sell |
840
-102
| -11% | -$8.63K | 0.05% | 162 |
|
|
2016
Q1 | $75K | Buy |
942
+102
| +12% | +$7.88K | 0.05% | 177 |
|
|
2015
Q4 | $66K | Sell |
840
-100
| -11% | -$8.58K | 0.04% | 185 |
|
|
2015
Q3 | $83K | Hold |
940
| – | – | 0.06% | 159 |
|
|
2015
Q2 | $90K | Hold |
940
| – | – | 0.05% | 152 |
|
|
2015
Q1 | $101K | Hold |
940
| – | – | 0.06% | 144 |
|
|
2014
Q4 | $111K | Hold |
940
| – | – | 0.06% | 145 |
|
|
2014
Q3 | $102K | Hold |
940
| – | – | 0.06% | 156 |
|
|
2014
Q2 | $94K | Sell |
940
-100
| -10% | -$9.69K | 0.06% | 159 |
|
|
2014
Q1 | $98K | Hold |
1,040
| – | – | 0.07% | 127 |
|
|
2013
Q4 | $87K | Buy |
+1,040
| New | +$82.4K | 0.07% | 141 |
|
Other funds holding UNP
Blue Bell Private Wealth Management's UNP Position: Q2 2026 in Review
Blue Bell Private Wealth Management held its Union Pacific (UNP) position steady in Q2 2026 at 1,253 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #233.
Blue Bell Private Wealth Management first reported a position in UNP in Q4 2013 and has held it in 31 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.
- Blue Bell Private Wealth Management held 1,253 shares of Union Pacific worth $341K as of Q2 2026.
- Blue Bell Private Wealth Management left its Union Pacific share count unchanged in Q2 2026.
- Union Pacific made up 0.04% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #233 holding.
- Blue Bell Private Wealth Management first reported a position in Union Pacific in Q4 2013 and has held it in 31 quarters since.
- 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.