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BSW Wealth Partners’s Union Pacific UNP Stock Holding History

BSW Wealth 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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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. 512 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.
  • 512 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.