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D.B. Root & Company’s Union Pacific UNP Stock Holding History

D.B. Root & Company’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 		$444K Sell
1,828
-217
-11% -$53.1K 0.11% 124
2025
Q4 		$473K Sell
2,045
-179
-8% -$40.9K 0.12% 110
2025
Q3 		$526K Sell
2,224
-598
-21% -$135K 0.13% 103
2025
Q2 		$649K Sell
2,822
-192
-6% -$42.6K 0.19% 88
2025
Q1 		$712K Sell
3,014
-412
-12% -$99.2K 0.23% 79
2024
Q4 		$781K Sell
3,426
-25
-0.7% -$5.92K 0.25% 77
2024
Q3 		$851K Sell
3,451
-188
-5% -$45.6K 0.28% 67
2024
Q2 		$823K Buy
3,639
+468
+15% +$110K 0.28% 73
2024
Q1 		$780K Buy
3,171
+524
+20% +$129K 0.26% 90
2023
Q4 		$650K Sell
2,647
-517
-16% -$114K 0.24% 99
2023
Q3 		$644K Buy
3,164
+41
+1% +$8.93K 0.25% 96
2023
Q2 		$639K Sell
3,123
-26
-0.8% -$5.17K 0.24% 100
2023
Q1 		$634K Buy
3,149
+1,494
+90% +$303K 0.25% 97
2022
Q4 		$343K Buy
1,655
+32
+2% +$6.56K 0.14% 126
2022
Q3 		$316K Buy
1,623
+90
+6% +$19.9K 0.14% 128
2022
Q2 		$326K Sell
1,533
-73
-5% -$16.6K 0.14% 137
2022
Q1 		$438K Sell
1,606
-30
-2% -$7.58K 0.16% 132
2021
Q4 		$412K Sell
1,636
-10
-0.6% -$2.37K 0.15% 143
2021
Q3 		$322K Buy
1,646
+30
+2% +$6.48K 0.13% 161
2021
Q2 		$355K Sell
1,616
-86
-5% -$19.1K 0.13% 171
2021
Q1 		$375K Buy
1,702
+15
+0.9% +$3.15K 0.15% 168
2020
Q4 		$351K Buy
1,687
+59
+4% +$11.8K 0.14% 166
2020
Q3 		$320K Buy
1,628
+395
+32% +$73.4K 0.13% 173
2020
Q2 		$208K Buy
+1,233
New +$198K 0.09% 187
2020
Q1 		– Sell
-1,191
Closed -$215K – 203
2019
Q4 		$215K Buy
+1,191
New +$204K 0.09% 184

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.B. Root & Company's UNP Position: Q1 2026 in Review

D.B. Root & Company reduced its Union Pacific (UNP) stake by 11% in Q1 2026, selling an estimated $53.1K and leaving 1,828 shares worth $444K. The position accounts for 0.11% of the portfolio, ranked #124.

D.B. Root & Company first reported a position in UNP in Q4 2019 and has held it in 25 quarters since. The position peaked at $851K in Q3 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • D.B. Root & Company held 1,828 shares of Union Pacific worth $444K as of Q1 2026.
  • D.B. Root & Company sold 217 Union Pacific shares in Q1 2026, an estimated $53.1K.
  • Union Pacific made up 0.11% of D.B. Root & Company's portfolio in Q1 2026, its #124 holding.
  • D.B. Root & Company first reported a position in Union Pacific in Q4 2019 and has held it in 25 quarters since.
  • D.B. Root & Company's Union Pacific position peaked at $851K in Q3 2024.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.