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Burling Wealth Partners’s Union Pacific UNP Stock Holding History

Burling 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
Q1 		$2.27M Sell
9,373
-585
-6% -$143K 0.37% 66
2025
Q4 		$2.3M Sell
9,958
-323
-3% -$73.7K 0.36% 64
2025
Q3 		$2.43M Sell
10,281
-2,615
-20% -$589K 0.4% 65
2025
Q2 		$2.97M Sell
12,896
-2,279
-15% -$506K 0.55% 55
2025
Q1 		$3.58M Sell
15,175
-3,431
-18% -$826K 0.75% 45
2024
Q4 		$4.24M Buy
+18,606
New +$4.4M 0.87% 32

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

Burling Wealth Partners's UNP Position: Q1 2026 in Review

Burling Wealth Partners reduced its Union Pacific (UNP) stake by 5.9% in Q1 2026, selling an estimated $143K and leaving 9,373 shares worth $2.27M. The position accounts for 0.37% of the portfolio, ranked #66.

Burling Wealth Partners first reported a position in UNP in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.24M in Q4 2024. 2,763 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Burling Wealth Partners held 9,373 shares of Union Pacific worth $2.27M as of Q1 2026.
  • Burling Wealth Partners sold 585 Union Pacific shares in Q1 2026, an estimated $143K.
  • Union Pacific made up 0.37% of Burling Wealth Partners's portfolio in Q1 2026, its #66 holding.
  • Burling Wealth Partners first reported a position in Union Pacific in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Union Pacific position peaked at $4.24M in Q4 2024.
  • 2,763 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.