Cassaday & Co Wealth Management’s Union Pacific UNP Stock Holding History

Cassaday & Co Wealth Management’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	$1.93M	Buy	7,942 +8	+0.1%	+$1.96K	0.04%	94
2025 Q4	$1.84M	Sell	7,934 -3	-0%	-$685	0.04%	98
2025 Q3	$1.88M	Buy	7,937 +178	+2%	+$40.1K	0.04%	92
2025 Q2	$1.79M	Sell	7,759 -398	-5%	-$88.4K	0.04%	87
2025 Q1	$1.93M	Buy	8,157 +356	+5%	+$85.7K	0.05%	78
2024 Q4	$1.78M	Buy	7,801 +27	+0.3%	+$6.39K	0.05%	78
2024 Q3	$1.92M	Sell	7,774 -86	-1%	-$20.9K	0.05%	74
2024 Q2	$1.78M	Buy	7,860 +32	+0.4%	+$7.5K	0.06%	71
2024 Q1	$1.93M	Sell	7,828 -221	-3%	-$54.4K	0.06%	66
2023 Q4	$1.98M	Sell	8,049 -16	-0.2%	-$3.52K	0.07%	59
2023 Q3	$1.64M	Buy	8,065 +151	+2%	+$32.9K	0.07%	59
2023 Q2	$1.62M	Sell	7,914 -220	-3%	-$43.7K	0.06%	64
2023 Q1	$1.64M	Buy	8,134 +45	+0.6%	+$9.12K	0.07%	62
2022 Q4	$1.68M	Buy	+8,089	New	+$1.66M	0.08%	59

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

Cassaday & Co Wealth Management's UNP Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its Union Pacific (UNP) stake by 0.1% in Q1 2026, buying an estimated $1.96K and bringing the position to 7,942 shares worth $1.93M. The position accounts for 0.04% of the portfolio, ranked #94.

Cassaday & Co Wealth Management first reported a position in UNP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.98M in Q4 2023. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Cassaday & Co Wealth Management held 7,942 shares of Union Pacific worth $1.93M as of Q1 2026.
Cassaday & Co Wealth Management bought 8 Union Pacific shares in Q1 2026, an estimated $1.96K.
Union Pacific made up 0.04% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #94 holding.
Cassaday & Co Wealth Management first reported a position in Union Pacific in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's Union Pacific position peaked at $1.98M in Q4 2023.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.