EFS
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Essex Financial Services’s Union Pacific UNP Stock Holding History

Essex Financial Services’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 		$3.01M Buy
12,401
+27
+0.2% +$6.61K 0.17% 131
2025
Q4 		$2.86M Buy
12,374
+108
+0.9% +$24.7K 0.16% 126
2025
Q3 		$2.9M Sell
12,266
-3,345
-21% -$754K 0.17% 127
2025
Q2 		$3.59M Buy
15,611
+2,901
+23% +$644K 0.24% 90
2025
Q1 		$3M Sell
12,710
-3,685
-22% -$887K 0.22% 106
2024
Q4 		$3.74M Buy
16,395
+3,378
+26% +$800K 0.26% 85
2024
Q3 		$3.14M Sell
13,017
-3,902
-23% -$946K 0.23% 94
2024
Q2 		$4.07M Buy
16,919
+3,465
+26% +$812K 0.3% 74
2024
Q1 		$3.31M Sell
13,454
-35
-0.3% -$8.61K 0.31% 74
2023
Q4 		$3.31M Buy
13,489
+47
+0.3% +$10.3K 0.34% 65
2023
Q3 		$2.74M Buy
13,442
+239
+2% +$52.1K 0.32% 74
2023
Q2 		$2.7M Sell
13,203
-3,079
-19% -$612K 0.31% 71
2023
Q1 		$3.28M Buy
16,282
+371
+2% +$75.2K 0.35% 74
2022
Q4 		$3.29M Sell
15,911
-33
-0.2% -$6.77K 0.35% 70
2022
Q3 		$3.11M Buy
15,944
+22
+0.1% +$4.87K 0.37% 67
2022
Q2 		$3.4M Sell
15,922
-162
-1% -$36.9K 0.38% 63
2022
Q1 		$4.39M Buy
16,084
+951
+6% +$240K 0.42% 59
2021
Q4 		$3.81M Sell
15,133
-44
-0.3% -$10.4K 0.38% 65
2021
Q3 		$2.98M Buy
15,177
+6,969
+85% +$1.5M 0.34% 69
2021
Q2 		$1.81M Hold
8,208
– – 0.26% 90
2021
Q1 		$1.81M Sell
8,208
-4,576
-36% -$961K 0.32% 78
2020
Q4 		$2.66M Sell
12,784
-1,503
-11% -$300K 0.53% 49
2020
Q3 		$2.81M Buy
14,287
+2,388
+20% +$444K 0.69% 39
2020
Q2 		$2.01M Sell
11,899
-159
-1% -$25.5K 0.62% 45
2020
Q1 		$1.7M Sell
12,058
-2,672
-18% -$442K 0.61% 45
2019
Q4 		$2.66M Sell
14,730
-8
-0.1% -$1.37K 0.73% 37
2019
Q3 		$2.39M Sell
14,738
-554
-4% -$93.2K 0.77% 36
2019
Q2 		$2.59M Sell
15,292
-89
-0.6% -$15.3K 0.76% 34
2019
Q1 		$2.57M Sell
15,381
-139
-0.9% -$22.4K 0.78% 34
2018
Q4 		$2.15M Sell
15,520
-100
-0.6% -$14.8K 0.66% 44
2018
Q3 		$2.54M Sell
15,620
-114
-0.7% -$17.2K 0.56% 49
2018
Q2 		$2.23M Buy
15,734
+460
+3% +$64.1K 0.54% 50
2018
Q1 		$2.05M Sell
15,274
-195
-1% -$26.2K 0.4% 65
2017
Q4 		$2.07M Sell
15,469
-135
-0.9% -$16.3K 0.49% 55
2017
Q3 		$1.81M Sell
15,604
-70
-0.4% -$7.51K 0.44% 57
2017
Q2 		$1.71M Sell
15,674
-2,198
-12% -$240K 0.36% 70
2017
Q1 		$1.89M Sell
17,872
-170
-0.9% -$18.1K 0.44% 61
2016
Q4 		$1.87M Buy
18,042
+270
+2% +$26.5K 0.4% 67
2016
Q3 		$1.73M Sell
17,772
-26
-0.1% -$2.43K 0.41% 66
2016
Q2 		$1.55M Sell
17,798
-170
-0.9% -$14.4K 0.38% 72
2016
Q1 		$1.43M Sell
17,968
-776
-4% -$60K 0.35% 71
2015
Q4 		$1.47M Sell
18,744
-200
-1% -$17.2K 0.35% 76
2015
Q3 		$1.68M Sell
18,944
-693
-4% -$63.2K 0.44% 62
2015
Q2 		$1.87M Sell
19,637
-476
-2% -$49.6K 0.48% 56
2015
Q1 		$2.18M Buy
20,113
+1,035
+5% +$121K 0.56% 49
2014
Q4 		$2.27M Buy
19,078
+325
+2% +$37.3K 0.59% 43
2014
Q3 		$2.03M Buy
18,753
+415
+2% +$43K 0.61% 38
2014
Q2 		$1.83M Buy
18,338
+984
+6% +$95.3K 0.55% 45
2014
Q1 		$1.63M Buy
17,354
+1,784
+11% +$158K 0.53% 45
2013
Q4 		$1.31M Sell
15,570
-12,314
-44% -$975K 0.44% 53
2013
Q3 		$2.17K Buy
27,884
+1,448
+5% +$114K 0.68% 34
2013
Q2 		$2.04M Buy
+26,436
New +$1.99M 0.71% 32

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

Essex Financial Services's UNP Position: Q1 2026 in Review

Essex Financial Services increased its Union Pacific (UNP) stake by 0.22% in Q1 2026, buying an estimated $6.61K and bringing the position to 12,401 shares worth $3.01M. The position accounts for 0.17% of the portfolio, ranked #131.

Essex Financial Services first reported a position in UNP in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.39M in Q1 2022. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Essex Financial Services held 12,401 shares of Union Pacific worth $3.01M as of Q1 2026.
  • Essex Financial Services bought 27 Union Pacific shares in Q1 2026, an estimated $6.61K.
  • Union Pacific made up 0.17% of Essex Financial Services's portfolio in Q1 2026, its #131 holding.
  • Essex Financial Services first reported a position in Union Pacific in Q2 2013 and has held it in 52 quarters since.
  • Essex Financial Services's Union Pacific position peaked at $4.39M in Q1 2022.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.