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Cherry Tree Wealth Management’s Union Pacific UNP Stock Holding History

Cherry Tree 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 		$850 Hold
4
– – ﹤0.01% 543
2025
Q4 		$810 Sell
4
-394
-99% -$89.9K ﹤0.01% 549
2025
Q3 		$94K Hold
398
– – 0.02% 221
2025
Q2 		$91.5K Sell
398
-15
-4% -$3.33K 0.02% 223
2025
Q1 		$97.4K Hold
413
– – 0.02% 212
2024
Q4 		$94.1K Hold
413
– – 0.02% 214
2024
Q3 		$102K Hold
413
– – 0.02% 212
2024
Q2 		$93.3K Buy
413
+15
+4% +$3.52K 0.02% 212
2024
Q1 		$97.8K Sell
398
-21
-5% -$5.17K 0.02% 209
2023
Q4 		$103K Hold
419
– – 0.03% 194
2023
Q3 		$85.2K Buy
419
+48
+13% +$10.5K 0.03% 199
2023
Q2 		$75.8K Buy
+371
New +$73.8K 0.02% 209

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

Cherry Tree Wealth Management's UNP Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Union Pacific (UNP) position steady in Q1 2026 at 4 shares worth $850. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Cherry Tree Wealth Management first reported a position in UNP in Q2 2023 and has held it in 12 quarters since. The position peaked at $103K in Q4 2023. 2,776 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Cherry Tree Wealth Management held 4 shares of Union Pacific worth $850 as of Q1 2026.
  • Cherry Tree Wealth Management left its Union Pacific share count unchanged in Q1 2026.
  • Union Pacific made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #543 holding.
  • Cherry Tree Wealth Management first reported a position in Union Pacific in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Union Pacific position peaked at $103K in Q4 2023.
  • 2,776 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.