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CBIZ Investment Advisory Services’s Union Pacific UNP Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-92
Closed -$21.3K – 721
2025
Q4 		$21.3K Buy
92
+90
+4,500% +$20.5K ﹤0.01% 258
2025
Q3 		$473 Sell
2
-19
-90% -$4.28K ﹤0.01% 645
2025
Q2 		$4.83K Sell
21
-99
-83% -$22K ﹤0.01% 436
2025
Q1 		$28.3K Buy
120
+112
+1,400% +$27K ﹤0.01% 177
2024
Q4 		$1.82K Buy
+8
New +$1.89K ﹤0.01% 402
2020
Q1 		– Hold
0
– – – 172

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CBIZ Investment Advisory Services's UNP Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Union Pacific (UNP) in Q1 2026, closing a stake of 92 shares — an estimated $21.3K sold.

CBIZ Investment Advisory Services first reported a position in UNP in Q4 2024 and held it in 5 quarters. The position peaked at $28.3K in Q1 2025. 2,775 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Union Pacific position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 92 Union Pacific shares in Q1 2026, an estimated $21.3K.
  • CBIZ Investment Advisory Services first reported a position in Union Pacific in Q4 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's Union Pacific position peaked at $28.3K in Q1 2025.
  • 2,775 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.