Cerity Partners’s Union Pacific UNP Stock Holding History

Cerity 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	$105M	Buy	385,332 +2,509	+0.7%	+$659K	0.13%	150
2026 Q1	$92.9M	Buy	382,823 +4,531	+1%	+$1.11M	0.13%	149
2025 Q4	$87.5M	Sell	378,292 -1,430	-0.4%	-$326K	0.13%	151
2025 Q3	$89.8M	Buy	379,722 +8,090	+2%	+$1.82M	0.15%	143
2025 Q2	$85.5M	Sell	371,632 -25,935	-7%	-$5.76M	0.15%	143
2025 Q1	$93.9M	Buy	397,567 +12,290	+3%	+$2.96M	0.19%	115
2024 Q4	$88.7M	Sell	385,277 -11,353	-3%	-$2.69M	0.19%	107
2024 Q3	$97.8M	Buy	396,630 +23	+0%	+$5.58K	0.22%	98
2024 Q2	$89.7M	Sell	396,607 -16,688	-4%	-$3.91M	0.24%	88
2024 Q1	$101M	Sell	413,295 -730,003	-64%	-$180M	0.27%	77
2023 Q4	$87.8M	Buy	1,143,298 +878,490	+332%	+$193M	0.29%	80
2023 Q3	$53.9M	Sell	264,808 -113,610	-30%	-$24.7M	0.26%	100
2023 Q2	$77.4M	Buy	378,418 +14,106	+4%	+$2.8M	0.3%	77
2023 Q1	$74.9M	Buy	364,312 +41,699	+13%	+$8.45M	0.18%	85
2022 Q4	$67.2M	Buy	322,613 +205,622	+176%	+$42.2M	0.43%	55
2022 Q3	$22.8M	Buy	116,991 +3,072	+3%	+$680K	0.27%	74
2022 Q2	$24.3M	Sell	113,919 -9,758	-8%	-$2.22M	0.27%	78
2022 Q1	$33M	Buy	123,677 +117,332	+1,849%	+$29.6M	0.51%	39
2021 Q4	$36.6M	Sell	6,345 -128,416	-95%	-$30.4M	0.56%	35
2021 Q3	$26.4M	Buy	134,761 +32,964	+32%	+$7.12M	0.58%	35
2021 Q2	$22.4M	Buy	101,797 +1,107	+1%	+$247K	0.49%	44
2021 Q1	$22.2M	Buy	100,690 +74,365	+282%	+$15.6M	0.53%	42
2020 Q4	$5.48M	Buy	26,325 +1,174	+5%	+$234K	0.18%	115
2020 Q3	$4.95M	Buy	25,151 +13,137	+109%	+$2.44M	0.2%	96
2020 Q2	$2.03M	Sell	12,014 -521	-4%	-$83.5K	0.11%	134
2020 Q1	$1.77M	Buy	12,535 +1,826	+17%	+$302K	0.11%	139
2019 Q4	$1.94M	Sell	10,709 -10,833	-50%	-$1.85M	0.1%	163
2019 Q3	$3.49M	Buy	21,542 +5,740	+36%	+$965K	0.2%	111
2019 Q2	$2.67M	Sell	15,802 -2,968	-16%	-$509K	0.17%	126
2019 Q1	$3.14M	Sell	18,770 -9,727	-34%	-$1.57M	0.21%	99
2018 Q4	$3.94M	Sell	28,497 -517	-2%	-$76.6K	0.26%	90
2018 Q3	$4.72M	Sell	29,014 -257	-0.9%	-$38.7K	0.33%	73
2018 Q2	$4.15M	Sell	29,271 -5,063	-15%	-$706K	0.31%	82
2018 Q1	$4.62M	Sell	34,334 -3,846	-10%	-$518K	0.35%	68
2017 Q4	$5.12M	Buy	38,180 +38	+0.1%	+$4.58K	0.34%	61
2017 Q3	$4.42M	Buy	38,142 +16,346	+75%	+$1.75M	0.31%	71
2017 Q2	$370K	Sell	21,796 -16,175	-43%	-$1.76M	0.03%	266
2017 Q1	$4.02M	Buy	+37,971	New	+$4.05M	0.34%	60

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Cerity Partners's UNP Position: Q2 2026 in Review

Cerity Partners increased its Union Pacific (UNP) stake by 0.66% in Q2 2026, buying an estimated $659K and bringing the position to 385,332 shares worth $105M. The position accounts for 0.13% of the portfolio, ranked #150.

Cerity Partners first reported a position in UNP in Q1 2017 and has held it in 38 quarters since. 2,644 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Cerity Partners held 385,332 shares of Union Pacific worth $105M as of Q2 2026.
Cerity Partners bought 2,509 Union Pacific shares in Q2 2026, an estimated $659K.
Union Pacific made up 0.13% of Cerity Partners's portfolio in Q2 2026, its #150 holding.
Cerity Partners first reported a position in Union Pacific in Q1 2017 and has held it in 38 quarters since.
2,644 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.