Estate Planners Group’s Union Pacific UNP Stock Holding History

Estate Planners Group’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	–	Sell	-652	Closed	-$151K	–	387
2025 Q4	$151K	Buy	+652	New	+$149K	0.07%	83

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Estate Planners Group's UNP Position: Q1 2026 in Review

Estate Planners Group sold out of Union Pacific (UNP) in Q1 2026, closing a stake of 652 shares — an estimated $151K sold.

Estate Planners Group first reported a position in UNP in Q4 2025 and held it in 1 quarter. The position peaked at $151K in Q4 2025. 2,775 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Estate Planners Group reported no remaining Union Pacific position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 652 Union Pacific shares in Q1 2026, an estimated $151K.
Estate Planners Group first reported a position in Union Pacific in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Union Pacific position peaked at $151K in Q4 2025.
2,775 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.