CWM
UNP icon

Circle Wealth Management’s Union Pacific UNP Stock Holding History

Circle 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
2020
Q4 		– Sell
-1,500
Closed -$295K – 227
2020
Q3 		$295K Hold
1,500
– – 0.05% 159
2020
Q2 		$254K Buy
+1,500
New +$240K 0.04% 167

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Circle Wealth Management's UNP Position: Q1 2026 in Review

Circle Wealth Management increased its Union Pacific (UNP) stake by 7.7% in Q1 2026, buying an estimated $150K and bringing the position to 8,543 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #82.

Circle Wealth Management first reported a position in UNP in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.53M in Q1 2022. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Circle Wealth Management held 8,543 shares of Union Pacific worth $2.07M as of Q1 2026.
  • Circle Wealth Management bought 614 Union Pacific shares in Q1 2026, an estimated $150K.
  • Union Pacific made up 0.03% of Circle Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Circle Wealth Management first reported a position in Union Pacific in Q4 2016 and has held it in 38 quarters since.
  • Circle Wealth Management's Union Pacific position peaked at $2.53M in Q1 2022.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.