Cascade Financial Partners’s Union Pacific UNP Stock Holding History

Cascade Financial 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	$689K	Sell	2,840 -126	-4%	-$30.9K	0.07%	148
2025 Q4	$686K	Sell	2,966 -385	-11%	-$87.9K	0.07%	145
2025 Q3	$792K	Hold	3,351	–	–	0.09%	132
2025 Q2	$771K	Hold	3,351	–	–	0.09%	130
2025 Q1	$792K	Sell	3,351 -98	-3%	-$23.6K	0.1%	120
2024 Q4	$787K	Hold	3,449	–	–	0.1%	115
2024 Q3	$833K	Buy	3,449 +50	+1%	+$12.1K	0.1%	110
2024 Q2	$769K	Sell	3,399 -70	-2%	-$16.4K	0.1%	113
2024 Q1	$813K	Buy	+3,469	New	+$854K	0.12%	110

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cascade Financial Partners's UNP Position: Q1 2026 in Review

Cascade Financial Partners reduced its Union Pacific (UNP) stake by 4.2% in Q1 2026, selling an estimated $30.9K and leaving 2,840 shares worth $689K. The position accounts for 0.07% of the portfolio, ranked #148.

Cascade Financial Partners first reported a position in UNP in Q1 2024 and has held it in 9 quarters since. The position peaked at $833K in Q3 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Cascade Financial Partners held 2,840 shares of Union Pacific worth $689K as of Q1 2026.
Cascade Financial Partners sold 126 Union Pacific shares in Q1 2026, an estimated $30.9K.
Union Pacific made up 0.07% of Cascade Financial Partners's portfolio in Q1 2026, its #148 holding.
Cascade Financial Partners first reported a position in Union Pacific in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Union Pacific position peaked at $833K in Q3 2024.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.