ERWM
UNP icon

Elk River Wealth Management’s Union Pacific UNP Stock Holding History

Elk River Wealth Management’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
Q2 		$4.98M Sell
18,319
-1,397
-7% -$367K 0.79% 35
2026
Q1 		$4.78M Buy
19,716
+300
+2% +$73.5K 0.79% 33
2025
Q4 		$4.49M Sell
19,416
-337
-2% -$76.9K 0.72% 38
2025
Q3 		$4.67M Sell
19,753
-430
-2% -$96.9K 0.75% 36
2025
Q2 		$4.64M Sell
20,183
-141
-0.7% -$31.3K 0.8% 34
2025
Q1 		$4.8M Sell
20,324
-108
-0.5% -$26K 0.9% 36
2024
Q4 		$4.66M Sell
20,432
-105
-0.5% -$24.9K 0.84% 34
2024
Q3 		$5.06M Buy
20,537
+150
+0.7% +$36.4K 0.92% 35
2024
Q2 		$4.61M Buy
20,387
+277
+1% +$64.9K 0.9% 36
2024
Q1 		$4.95M Sell
20,110
-10,956
-35% -$2.7M 1.01% 33
2023
Q4 		$7.63M Sell
31,066
-3,288
-10% -$723K 1.47% 23
2023
Q3 		$7M Sell
34,354
-493
-1% -$107K 1.55% 21
2023
Q2 		$7.13M Sell
34,847
-588
-2% -$117K 1.53% 21
2023
Q1 		$7.13M Sell
35,435
-549
-2% -$111K 1.62% 18
2022
Q4 		$7.45M Sell
35,984
-44
-0.1% -$9.03K 1.8% 17
2022
Q3 		$7.02M Buy
36,028
+793
+2% +$175K 1.85% 15
2022
Q2 		$7.51M Buy
35,235
+3
+0% +$683 1.9% 16
2022
Q1 		$9.63M Buy
35,232
+895
+3% +$226K 2.1% 12
2021
Q4 		$8.65M Buy
34,337
+94
+0.3% +$22.3K 1.96% 14
2021
Q3 		$6.71M Buy
34,243
+704
+2% +$152K 1.7% 17
2021
Q2 		$7.38M Buy
33,539
+451
+1% +$100K 1.91% 12
2021
Q1 		$7.29M Buy
33,088
+1,547
+5% +$325K 2.08% 12
2020
Q4 		$6.57M Buy
+31,541
New +$6.3M 2.17% 9

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Elk River Wealth Management's UNP Position: Q2 2026 in Review

Elk River Wealth Management reduced its Union Pacific (UNP) stake by 7.1% in Q2 2026, selling an estimated $367K and leaving 18,319 shares worth $4.98M. The position accounts for 0.79% of the portfolio, ranked #35.

Elk River Wealth Management first reported a position in UNP in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.63M in Q1 2022. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Elk River Wealth Management held 18,319 shares of Union Pacific worth $4.98M as of Q2 2026.
  • Elk River Wealth Management sold 1,397 Union Pacific shares in Q2 2026, an estimated $367K.
  • Union Pacific made up 0.79% of Elk River Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Elk River Wealth Management first reported a position in Union Pacific in Q4 2020 and has held it in 23 quarters since.
  • Elk River Wealth Management's Union Pacific position peaked at $9.63M in Q1 2022.
  • 2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.