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
2025 Q4	–	Sell	-5,000	Closed	-$2.88K	–	4114
2025 Q3	$2.88K	Hold	5,000	–	–	﹤0.01%	3870
2025 Q2	$10.6K	Buy	+5,000	New	+$1.11M	﹤0.01%	3620
2024 Q3	–	Sell	-5,000	Closed	-$7.77K	–	3318
2024 Q2	$7.77K	Buy	+5,000	New	+$1.17M	﹤0.01%	3020
2021 Q4	–	Sell	-9,200	Closed	-$29K	–	2220
2021 Q3	$29K	Hold	9,200	–	–	﹤0.01%	2033
2021 Q2	$11K	Sell	9,200 -36,100	-80%	-$8.04M	﹤0.01%	2011
2021 Q1	$20K	Buy	45,300 +15,300	+51%	+$3.21M	﹤0.01%	2437
2020 Q4	$92K	Hold	30,000	–	–	﹤0.01%	2041
2020 Q3	$108K	Buy	+30,000	New	+$5.58M	﹤0.01%	1813
2020 Q2	–	Sell	-7,700	Closed	-$83K	–	2138
2020 Q1	$83K	Hold	7,700	–	–	﹤0.01%	1565
2019 Q4	$11K	Sell	7,700 -1,500	-16%	-$257K	﹤0.01%	1906
2019 Q3	$21K	Hold	9,200	–	–	﹤0.01%	1856
2019 Q2	$24K	Buy	9,200 +5,100	+124%	+$874K	﹤0.01%	1876
2019 Q1	$8K	Hold	4,100	–	–	﹤0.01%	1896
2018 Q4	$16K	Buy	+4,100	New	+$607K	﹤0.01%	1808

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.