Corient Private Wealth’s Union Pacific UNP Stock Holding History

Corient Private Wealth’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	$111M	Sell	462,227 -690,456	-60%	-$169M	0.16%	131
2025 Q4	$241M	Buy	1,152,683 +708,114	+159%	+$162M	0.16%	127
2025 Q3	$105M	Sell	444,569 -53,536	-11%	-$12.1M	0.17%	130
2025 Q2	$115M	Sell	498,105 -52,418	-10%	-$11.6M	0.15%	132
2025 Q1	$130M	Sell	550,523 -58,006	-10%	-$14M	0.21%	111
2024 Q4	$138M	Sell	608,529 -58,973	-9%	-$14M	0.23%	101
2024 Q3	$165M	Buy	667,502 +43,554	+7%	+$10.6M	0.26%	89
2024 Q2	$141M	Sell	623,948 -14,372	-2%	-$3.37M	0.25%	89
2024 Q1	$157M	Sell	638,320 -15,682	-2%	-$3.86M	0.28%	82
2023 Q4	$161M	Buy	654,002 +92,683	+17%	+$20.4M	0.3%	74
2023 Q3	$114M	Sell	561,319 -8,825	-2%	-$1.92M	0.26%	91
2023 Q2	$117M	Buy	570,144 +31,194	+6%	+$6.2M	0.27%	92
2023 Q1	$108M	Buy	538,950 +218,562	+68%	+$44.3M	0.29%	85
2022 Q4	$66.4M	Buy	+320,388	New	+$65.7M	0.24%	107

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

Corient Private Wealth's UNP Position: Q1 2026 in Review

Corient Private Wealth reduced its Union Pacific (UNP) stake by 60% in Q1 2026, selling an estimated $169M and leaving 462,227 shares worth $111M. The position accounts for 0.16% of the portfolio, ranked #131.

Corient Private Wealth first reported a position in UNP in Q4 2022 and has held it in 14 quarters since. The position peaked at $241M in Q4 2025. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Corient Private Wealth held 462,227 shares of Union Pacific worth $111M as of Q1 2026.
Corient Private Wealth sold 690,456 Union Pacific shares in Q1 2026, an estimated $169M.
Union Pacific made up 0.16% of Corient Private Wealth's portfolio in Q1 2026, its #131 holding.
Corient Private Wealth first reported a position in Union Pacific in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's Union Pacific position peaked at $241M in Q4 2025.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.