Creative Planning’s Union Pacific UNP Stock Holding History

Creative Planning’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
2021 Q1	–	Sell	-300	Closed	-$20K	–	2725
2020 Q4	$20K	Hold	300	–	–	﹤0.01%	2187
2020 Q3	$18K	Hold	300	–	–	﹤0.01%	1992
2020 Q2	$11K	Buy	+300	New	+$48.1K	﹤0.01%	1875

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

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.