Commonwealth Retirement Investments’s Union Pacific UNP Stock Holding History

Commonwealth Retirement Investments’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	$588K	Sell	2,425 -70	-3%	-$17.1K	0.18%	86
2025 Q4	$577K	Sell	2,495 -143	-5%	-$32.6K	0.19%	87
2025 Q3	$623K	Sell	2,638 -493	-16%	-$111K	0.21%	83
2025 Q2	$720K	Sell	3,131 -8,227	-72%	-$1.83M	0.27%	81
2025 Q1	$2.68M	Buy	11,358 +255	+2%	+$61.4K	1.09%	32
2024 Q4	$2.53M	Buy	11,103 +317	+3%	+$75K	1.04%	32
2024 Q3	$2.66M	Buy	10,786 +98	+0.9%	+$23.8K	1.11%	29
2024 Q2	$2.42M	Sell	10,688 -263	-2%	-$61.6K	1.11%	25
2024 Q1	$2.69M	Sell	10,951 -23	-0.2%	-$5.66K	1.29%	22
2023 Q4	$2.7M	Sell	10,974 -62	-0.6%	-$13.6K	1.43%	22
2023 Q3	$2.25M	Buy	11,036 +336	+3%	+$73.2K	1.3%	24
2023 Q2	$2.19M	Buy	+10,700	New	+$2.13M	1.22%	29

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

Commonwealth Retirement Investments's UNP Position: Q1 2026 in Review

Commonwealth Retirement Investments reduced its Union Pacific (UNP) stake by 2.8% in Q1 2026, selling an estimated $17.1K and leaving 2,425 shares worth $588K. The position accounts for 0.18% of the portfolio, ranked #86.

Commonwealth Retirement Investments first reported a position in UNP in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.7M in Q4 2023. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Commonwealth Retirement Investments held 2,425 shares of Union Pacific worth $588K as of Q1 2026.
Commonwealth Retirement Investments sold 70 Union Pacific shares in Q1 2026, an estimated $17.1K.
Union Pacific made up 0.18% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #86 holding.
Commonwealth Retirement Investments first reported a position in Union Pacific in Q2 2023 and has held it in 12 quarters since.
Commonwealth Retirement Investments's Union Pacific position peaked at $2.7M in Q4 2023.
2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.