BSW Wealth Partners’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 | $1.28M | Sell |
4,719
-4
| -0.1% | -$1.05K | 0.14% | 86 |
|
|
2026
Q1 | $1.15M | Sell |
4,723
-44
| -0.9% | -$10.8K | 0.14% | 89 |
|
|
2025
Q4 | $1.1M | Sell |
4,767
-240
| -5% | -$54.8K | 0.13% | 92 |
|
|
2025
Q3 | $1.18M | Sell |
5,007
-448
| -8% | -$101K | 0.15% | 80 |
|
|
2025
Q2 | $1.26M | Sell |
5,455
-12
| -0.2% | -$2.66K | 0.17% | 72 |
|
|
2025
Q1 | $1.29M | Sell |
5,467
-231
| -4% | -$55.6K | 0.2% | 66 |
|
|
2024
Q4 | $1.3M | Buy |
5,698
+139
| +3% | +$32.9K | 0.19% | 69 |
|
|
2024
Q3 | $1.37M | Buy |
5,559
+1,387
| +33% | +$336K | 0.21% | 65 |
|
|
2024
Q2 | $944K | Buy |
4,172
+22
| +0.5% | +$5.16K | 0.15% | 79 |
|
|
2024
Q1 | $1.02M | Buy |
4,150
+159
| +4% | +$39.1K | 0.17% | 77 |
|
|
2023
Q4 | $980K | Buy |
3,991
+1
| +0% | +$220 | 0.19% | 72 |
|
|
2023
Q3 | $812K | Buy |
3,990
+19
| +0.5% | +$4.14K | 0.18% | 73 |
|
|
2023
Q2 | $813K | Buy |
3,971
+24
| +0.6% | +$4.77K | 0.17% | 79 |
|
|
2023
Q1 | $794K | Buy |
3,947
+32
| +0.8% | +$6.49K | 0.16% | 91 |
|
|
2022
Q4 | $811K | Buy |
3,915
+448
| +13% | +$91.9K | 0.17% | 81 |
|
|
2022
Q3 | $675K | Buy |
3,467
+8
| +0.2% | +$1.77K | 0.17% | 79 |
|
|
2022
Q2 | $738K | Buy |
3,459
+149
| +5% | +$33.9K | 0.18% | 79 |
|
|
2022
Q1 | $904K | Buy |
3,310
+30
| +0.9% | +$7.58K | 0.23% | 63 |
|
|
2021
Q4 | $826K | Buy |
3,280
+1,873
| +133% | +$444K | 0.21% | 67 |
|
|
2021
Q3 | $276K | Sell |
1,407
-2
| -0.1% | -$432 | 0.08% | 199 |
|
|
2021
Q2 | $310K | Sell |
1,409
-25
| -2% | -$5.57K | 0.09% | 168 |
|
|
2021
Q1 | $316K | Sell |
1,434
-471
| -25% | -$98.9K | 0.09% | 134 |
|
|
2020
Q4 | $397K | Buy |
1,905
+2
| +0.1% | +$399 | 0.12% | 99 |
|
|
2020
Q3 | $375K | Sell |
1,903
-20
| -1% | -$3.72K | 0.14% | 86 |
|
|
2020
Q2 | $325K | Buy |
1,923
+29
| +2% | +$4.65K | 0.11% | 93 |
|
|
2020
Q1 | $267K | Buy |
+1,894
| New | +$313K | 0.11% | 90 |
|
|
2019
Q4 | – | Sell |
-1,912
| Closed | -$310K | – | 157 |
|
|
2019
Q3 | $310K | Buy |
1,912
+61
| +3% | +$10.3K | 0.12% | 73 |
|
|
2019
Q2 | $313K | Buy |
+1,851
| New | +$317K | 0.12% | 74 |
|
|
2018
Q4 | – | Sell |
-1,335
| Closed | -$217K | – | 140 |
|
|
2018
Q3 | $217K | Buy |
+1,335
| New | +$201K | 0.08% | 125 |
|
Other funds holding UNP
BSW Wealth Partners's UNP Position: Q2 2026 in Review
BSW Wealth Partners reduced its Union Pacific (UNP) stake by 0.08% in Q2 2026, selling an estimated $1.05K and leaving 4,719 shares worth $1.28M. The position accounts for 0.14% of the portfolio, ranked #86.
BSW Wealth Partners first reported a position in UNP in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.37M in Q3 2024. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.
- BSW Wealth Partners held 4,719 shares of Union Pacific worth $1.28M as of Q2 2026.
- BSW Wealth Partners sold 4 Union Pacific shares in Q2 2026, an estimated $1.05K.
- Union Pacific made up 0.14% of BSW Wealth Partners's portfolio in Q2 2026, its #86 holding.
- BSW Wealth Partners first reported a position in Union Pacific in Q3 2018 and has held it in 29 quarters since.
- BSW Wealth Partners's Union Pacific position peaked at $1.37M in Q3 2024.
- 2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.
Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.