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EP Wealth Advisors’s Union Pacific UNP Stock Holding History

EP Wealth Advisors’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 		$64.1M Buy
264,316
+4,216
+2% +$1.03M 0.32% 54
2025
Q4 		$60.2M Buy
+260,100
New +$59.4M 0.31% 54
2025
Q2 		$54.7M Buy
237,554
+8,790
+4% +$1.95M 0.36% 58
2025
Q1 		$54M Buy
228,764
+7,263
+3% +$1.75M 0.43% 52
2024
Q4 		$50.5M Buy
221,501
+5,630
+3% +$1.33M 0.41% 56
2024
Q3 		$53.2M Buy
215,871
+12,121
+6% +$2.94M 0.46% 53
2024
Q2 		$46.1M Buy
203,750
+5,992
+3% +$1.4M 0.49% 51
2024
Q1 		$48.6M Buy
197,758
+6,879
+4% +$1.69M 0.57% 48
2023
Q4 		$46.9M Buy
190,879
+5,513
+3% +$1.21M 0.6% 45
2023
Q3 		$37.7M Buy
185,366
+144,832
+357% +$31.5M 0.59% 43
2023
Q2 		$37M Sell
40,534
-7,875
-16% -$1.57M 0.53% 45
2023
Q1 		$22.9M Sell
48,409
-117,859
-71% -$23.9M 0.39% 57
2022
Q4 		$34.4M Buy
166,268
+4,120
+3% +$845K 0.62% 44
2022
Q3 		$31.6M Buy
162,148
+7,425
+5% +$1.64M 0.72% 39
2022
Q2 		$33M Buy
154,723
+17,582
+13% +$4M 0.74% 38
2022
Q1 		$37.5M Buy
137,141
+3,417
+3% +$863K 0.82% 33
2021
Q4 		$33.7M Buy
133,724
+5,031
+4% +$1.19M 0.8% 30
2021
Q3 		$25.2M Buy
128,693
+10,099
+9% +$2.18M 0.69% 40
2021
Q2 		$26.1M Buy
118,594
+8,242
+7% +$1.84M 0.72% 36
2021
Q1 		$24.3M Buy
110,352
+10,140
+10% +$2.13M 0.77% 35
2020
Q4 		$20.9M Buy
100,212
+5,824
+6% +$1.16M 0.73% 30
2020
Q3 		$18.6M Buy
94,388
+2,731
+3% +$508K 0.8% 27
2020
Q2 		$15.5M Buy
91,657
+3,546
+4% +$568K 0.66% 33
2020
Q1 		$12.4M Buy
88,111
+4,207
+5% +$695K 0.61% 34
2019
Q4 		$15.2M Buy
83,904
+1,797
+2% +$308K 0.62% 36
2019
Q3 		$13.3M Buy
82,107
+446
+0.5% +$75K 0.66% 37
2019
Q2 		$13.8M Sell
81,661
-671
-0.8% -$115K 0.86% 29
2019
Q1 		$13.8M Sell
82,332
-4,725
-5% -$760K 1.32% 28
2018
Q4 		$12.2M Buy
87,057
+2,764
+3% +$410K 0.94% 29
2018
Q3 		$13.9M Sell
84,293
-1,350
-2% -$203K 1.08% 27
2018
Q2 		$12.3M Buy
85,643
+6,007
+8% +$837K 1.16% 27
2018
Q1 		$10.8M Sell
79,636
-781
-1% -$105K 1.05% 29
2017
Q4 		$10.9M Buy
80,417
+3,940
+5% +$475K 1.15% 27
2017
Q3 		$8.87M Buy
76,477
+3,054
+4% +$328K 1.02% 32
2017
Q2 		$8M Buy
73,423
+7
+0% +$763 0.98% 34
2017
Q1 		$7.78M Buy
73,416
+2,922
+4% +$312K 1.07% 30
2016
Q4 		$6.64M Buy
+70,494
New +$6.93M 0.97% 29
2016
Q3 		– Sell
-135,913
Closed -$11.9M – 145
2016
Q2 		$11.9M Sell
135,913
-3,736
-3% -$316K 1.89% 11
2016
Q1 		$11.1M Buy
139,649
+12,676
+10% +$980K 1.7% 13
2015
Q4 		$9.93M Sell
126,973
-532
-0.4% -$45.6K 1.67% 25
2015
Q3 		$11.3M Sell
127,505
-18,240
-13% -$1.66M 2.15% 17
2015
Q2 		$13.9M Buy
145,745
+49,034
+51% +$5.11M 2.6% 11
2015
Q1 		$10.5M Buy
96,711
+7,087
+8% +$832K 1.97% 22
2014
Q4 		$10.7M Buy
89,624
+452
+0.5% +$51.9K 1.76% 22
2014
Q3 		$9.67M Buy
+89,172
New +$9.23M 1.57% 26

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

EP Wealth Advisors's UNP Position: Q1 2026 in Review

EP Wealth Advisors increased its Union Pacific (UNP) stake by 1.6% in Q1 2026, buying an estimated $1.03M and bringing the position to 264,316 shares worth $64.1M. The position accounts for 0.32% of the portfolio, ranked #54.

EP Wealth Advisors first reported a position in UNP in Q3 2014 and has held it in 45 quarters since. 2,763 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • EP Wealth Advisors held 264,316 shares of Union Pacific worth $64.1M as of Q1 2026.
  • EP Wealth Advisors bought 4,216 Union Pacific shares in Q1 2026, an estimated $1.03M.
  • Union Pacific made up 0.32% of EP Wealth Advisors's portfolio in Q1 2026, its #54 holding.
  • EP Wealth Advisors first reported a position in Union Pacific in Q3 2014 and has held it in 45 quarters since.
  • 2,763 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.