Empirical Wealth Management’s Union Pacific UNP Stock Holding History

Empirical 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	$2.91M	Buy	10,706 +1,381	+15%	+$363K	0.04%	223
2026 Q1	$2.26M	Sell	9,325 -2,109	-18%	-$516K	0.04%	239
2025 Q4	$2.64M	Buy	11,434 +716	+7%	+$163K	0.05%	216
2025 Q3	$2.53M	Buy	10,718 +362	+3%	+$81.6K	0.05%	216
2025 Q2	$2.38M	Buy	10,356 +849	+9%	+$188K	0.05%	209
2025 Q1	$2.25M	Buy	9,507 +5,360	+129%	+$1.29M	0.06%	200
2024 Q4	$946K	Buy	4,147 +425	+11%	+$101K	0.03%	285
2024 Q3	$917K	Sell	3,722 -2,214	-37%	-$537K	0.03%	280
2024 Q2	$1.34M	Sell	5,936 -905	-13%	-$212K	0.04%	226
2024 Q1	$1.68M	Sell	6,841 -575	-8%	-$142K	0.05%	200
2023 Q4	$1.82M	Buy	7,416 +1,104	+17%	+$243K	0.06%	176
2023 Q3	$1.29M	Buy	6,312 +1,561	+33%	+$340K	0.05%	202
2023 Q2	$972K	Buy	4,751 +2,796	+143%	+$556K	0.04%	229
2023 Q1	$393K	Buy	1,955 +7	+0.4%	+$1.42K	0.02%	356
2022 Q4	$403K	Sell	1,948 -197	-9%	-$40.4K	0.02%	341
2022 Q3	$418K	Buy	2,145 +370	+21%	+$81.9K	0.02%	329
2022 Q2	$379K	Sell	1,775 -803	-31%	-$183K	0.02%	340
2022 Q1	$704K	Sell	2,578 -106	-4%	-$26.8K	0.04%	268
2021 Q4	$676K	Buy	2,684 +172	+7%	+$40.7K	0.03%	283
2021 Q3	$492K	Sell	2,512 -321	-11%	-$69.3K	0.03%	301
2021 Q2	$623K	Sell	2,833 -65	-2%	-$14.5K	0.04%	259
2021 Q1	$639K	Buy	2,898 +213	+8%	+$44.7K	0.05%	214
2020 Q4	$559K	Sell	2,685 -224	-8%	-$44.7K	0.04%	233
2020 Q3	$573K	Buy	2,909 +73	+3%	+$13.6K	0.05%	192
2020 Q2	$479K	Sell	2,836 -134	-5%	-$21.5K	0.04%	217
2020 Q1	$419K	Sell	2,970 -568	-16%	-$93.9K	0.05%	207
2019 Q4	$640K	Buy	3,538 +895	+34%	+$153K	0.07%	164
2019 Q3	$428K	Sell	2,643 -232	-8%	-$39K	0.05%	190
2019 Q2	$486K	Buy	2,875 +548	+24%	+$93.9K	0.06%	157
2019 Q1	$389K	Sell	2,327 -944	-29%	-$152K	0.06%	161
2018 Q4	$452K	Buy	3,271 +42	+1%	+$6.22K	0.08%	128
2018 Q3	$526K	Sell	3,229 -245	-7%	-$36.9K	0.09%	115
2018 Q2	$492K	Buy	+3,474	New	+$484K	0.09%	110

Other funds holding UNP

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Empirical Wealth Management's UNP Position: Q2 2026 in Review

Empirical Wealth Management increased its Union Pacific (UNP) stake by 15% in Q2 2026, buying an estimated $363K and bringing the position to 10,706 shares worth $2.91M. The position accounts for 0.04% of the portfolio, ranked #223.

Empirical Wealth Management first reported a position in UNP in Q2 2018 and has held it in 33 quarters since. 1,196 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Empirical Wealth Management held 10,706 shares of Union Pacific worth $2.91M as of Q2 2026.
Empirical Wealth Management bought 1,381 Union Pacific shares in Q2 2026, an estimated $363K.
Union Pacific made up 0.04% of Empirical Wealth Management's portfolio in Q2 2026, its #223 holding.
Empirical Wealth Management first reported a position in Union Pacific in Q2 2018 and has held it in 33 quarters since.
1,196 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.