Creative Planning’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $99.6M | Buy |
410,654
+12,160
| +3% | +$2.98M | 0.07% | 131 |
|
|
2025
Q4 | $92.2M | Buy |
398,494
+74,136
| +23% | +$16.9M | 0.07% | 126 |
|
|
2025
Q3 | $76.7M | Buy |
324,358
+51,069
| +19% | +$11.5M | 0.06% | 135 |
|
|
2025
Q2 | $62.9M | Sell |
273,289
-13,073
| -5% | -$2.9M | 0.05% | 139 |
|
|
2025
Q1 | $67.7M | Buy |
286,362
+19,299
| +7% | +$4.65M | 0.06% | 126 |
|
|
2024
Q4 | $60.9M | Buy |
267,063
+8,773
| +3% | +$2.08M | 0.06% | 124 |
|
|
2024
Q3 | $62.4M | Buy |
258,290
+11,272
| +5% | +$2.73M | 0.06% | 121 |
|
|
2024
Q2 | $55.9M | Buy |
247,018
+7,000
| +3% | +$1.64M | 0.06% | 121 |
|
|
2024
Q1 | $59M | Buy |
240,018
+9,221
| +4% | +$2.27M | 0.07% | 116 |
|
|
2023
Q4 | $56.7M | Buy |
230,797
+344
| +0.1% | +$75.6K | 0.11% | 112 |
|
|
2023
Q3 | $46.9M | Buy |
230,453
+1,942
| +0.8% | +$423K | 0.06% | 130 |
|
|
2023
Q2 | $46.8M | Buy |
228,511
+6,081
| +3% | +$1.21M | 0.06% | 121 |
|
|
2023
Q1 | $44.8M | Sell |
222,430
-4,159
| -2% | -$843K | 0.06% | 123 |
|
|
2022
Q4 | $46.9M | Buy |
226,589
+12,782
| +6% | +$2.62M | 0.07% | 117 |
|
|
2022
Q3 | $41.7M | Sell |
213,807
-8,187
| -4% | -$1.81M | 0.07% | 110 |
|
|
2022
Q2 | $47.3M | Buy |
221,994
+39,362
| +22% | +$8.96M | 0.08% | 111 |
|
|
2022
Q1 | $49.9M | Sell |
182,632
-8,470
| -4% | -$2.14M | 0.08% | 110 |
|
|
2021
Q4 | $48.1M | Sell |
191,102
-68,071
| -26% | -$16.1M | 0.08% | 101 |
|
|
2021
Q3 | $50.8M | Sell |
259,173
-1,629
| -0.6% | -$352K | 0.09% | 91 |
|
|
2021
Q2 | $57.4M | Buy |
260,802
+266
| +0.1% | +$59.2K | 0.1% | 82 |
|
|
2021
Q1 | $57.4M | Buy |
260,536
+2,477
| +1% | +$520K | 0.12% | 78 |
|
|
2020
Q4 | $53.7M | Buy |
258,059
+10,865
| +4% | +$2.17M | 0.12% | 75 |
|
|
2020
Q3 | $48.6M | Buy |
247,194
+6,753
| +3% | +$1.25M | 0.13% | 71 |
|
|
2020
Q2 | $40.7M | Buy |
240,441
+1,690
| +0.7% | +$271K | 0.12% | 73 |
|
|
2020
Q1 | $33.7M | Sell |
238,751
-8,545
| -3% | -$1.41M | 0.12% | 71 |
|
|
2019
Q4 | $44.7M | Sell |
247,296
-150
| -0.1% | -$25.7K | 0.13% | 69 |
|
|
2019
Q3 | $40.1M | Buy |
247,446
+4,663
| +2% | +$784K | 0.13% | 70 |
|
|
2019
Q2 | $41.1M | Buy |
242,783
+144
| +0.1% | +$24.7K | 0.14% | 67 |
|
|
2019
Q1 | $40.6M | Buy |
242,639
+2,771
| +1% | +$446K | 0.15% | 65 |
|
|
2018
Q4 | $33.2M | Buy |
239,868
+7,387
| +3% | +$1.09M | 0.14% | 67 |
|
|
2018
Q3 | $37.9M | Sell |
232,481
-1,234
| -0.5% | -$186K | 0.14% | 65 |
|
|
2018
Q2 | $33.1M | Buy |
233,715
+7,060
| +3% | +$984K | 0.13% | 66 |
|
|
2018
Q1 | $30.5M | Sell |
226,655
-1,843
| -0.8% | -$248K | 0.12% | 70 |
|
|
2017
Q4 | $30.6M | Sell |
228,498
-707
| -0.3% | -$85.3K | 0.13% | 69 |
|
|
2017
Q3 | $26.6M | Sell |
229,205
-14,834
| -6% | -$1.59M | 0.12% | 77 |
|
|
2017
Q2 | $26.6M | Sell |
244,039
-4,211
| -2% | -$459K | 0.13% | 72 |
|
|
2017
Q1 | $26.3M | Buy |
248,250
+41,539
| +20% | +$4.43M | 0.14% | 69 |
|
|
2016
Q4 | $21.4M | Buy |
206,711
+47,820
| +30% | +$4.7M | 0.13% | 80 |
|
|
2016
Q3 | $15.5M | Buy |
158,891
+38,167
| +32% | +$3.57M | 0.1% | 97 |
|
|
2016
Q2 | $10.5M | Buy |
120,724
+35,087
| +41% | +$2.97M | 0.08% | 102 |
|
|
2016
Q1 | $6.81M | Sell |
85,637
-2,750
| -3% | -$213K | 0.05% | 131 |
|
|
2015
Q4 | $6.91M | Sell |
88,387
-3,848
| -4% | -$330K | 0.06% | 129 |
|
|
2015
Q3 | $8.15M | Buy |
92,235
+14,361
| +18% | +$1.31M | 0.07% | 114 |
|
|
2015
Q2 | $7.43M | Buy |
77,874
+2,361
| +3% | +$246K | 0.07% | 121 |
|
|
2015
Q1 | $8.18M | Sell |
75,513
-3,186
| -4% | -$374K | 0.08% | 108 |
|
|
2014
Q4 | $9.38M | Buy |
78,699
+11,366
| +17% | +$1.3M | 0.1% | 98 |
|
|
2014
Q3 | $7.3M | Buy |
67,333
+10,717
| +19% | +$1.11M | 0.08% | 105 |
|
|
2014
Q2 | $5.65M | Buy |
56,616
+2,072
| +4% | +$201K | 0.07% | 114 |
|
|
2014
Q1 | $5.12M | Sell |
54,544
-26,048
| -32% | -$2.31M | 0.08% | 104 |
|
|
2013
Q4 | $6.77M | Buy |
80,592
+2,784
| +4% | +$220K | 0.12% | 87 |
|
|
2013
Q3 | $6.04M | Buy |
77,808
+12,468
| +19% | +$985K | 0.12% | 79 |
|
|
2013
Q2 | $5.04M | Buy |
+65,340
| New | +$4.92M | 0.12% | 80 |
|
Other funds holding UNP
VCM
VPM
Creative Planning's UNP Position: Q1 2026 in Review
Creative Planning increased its Union Pacific (UNP) stake by 3.1% in Q1 2026, buying an estimated $2.98M and bringing the position to 410,654 shares worth $99.6M. The position accounts for 0.07% of the portfolio, ranked #131.
Creative Planning first reported a position in UNP in Q2 2013 and has held it in 52 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.
- Creative Planning held 410,654 shares of Union Pacific worth $99.6M as of Q1 2026.
- Creative Planning bought 12,160 Union Pacific shares in Q1 2026, an estimated $2.98M.
- Union Pacific made up 0.07% of Creative Planning's portfolio in Q1 2026, its #131 holding.
- Creative Planning first reported a position in Union Pacific in Q2 2013 and has held it in 52 quarters since.
- 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.