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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
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 $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

Elk River Wealth Management's UNP Position: Q1 2026 in Review

Elk River Wealth Management increased its Union Pacific (UNP) stake by 1.5% in Q1 2026, buying an estimated $73.5K and bringing the position to 19,716 shares worth $4.78M. The position accounts for 0.79% of the portfolio, ranked #33.

Elk River Wealth Management first reported a position in UNP in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.63M in Q1 2022. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Elk River Wealth Management held 19,716 shares of Union Pacific worth $4.78M as of Q1 2026.
  • Elk River Wealth Management bought 300 Union Pacific shares in Q1 2026, an estimated $73.5K.
  • Union Pacific made up 0.79% of Elk River Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Elk River Wealth Management first reported a position in Union Pacific in Q4 2020 and has held it in 22 quarters since.
  • Elk River Wealth Management's Union Pacific position peaked at $9.63M in Q1 2022.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.