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Evelyn Partners Investment Management Services’s Union Pacific UNP Stock Holding History

Evelyn Partners Investment Management 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 		$148K Sell
609
-251
-29% -$61.5K 0.02% 141
2025
Q4 		$199K Hold
860
– – 0.02% 126
2025
Q3 		$203K Buy
860
+160
+23% +$36.1K 0.03% 128
2025
Q2 		$161K Hold
700
– – 0.02% 129
2025
Q1 		$165K Hold
700
– – 0.03% 120
2024
Q4 		$160K Buy
+700
New +$166K 0.03% 120

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

Evelyn Partners Investment Management Services's UNP Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its Union Pacific (UNP) stake by 29% in Q1 2026, selling an estimated $61.5K and leaving 609 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #141.

Evelyn Partners Investment Management Services first reported a position in UNP in Q4 2024 and has held it in 6 quarters since. The position peaked at $203K in Q3 2025. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Evelyn Partners Investment Management Services held 609 shares of Union Pacific worth $148K as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 251 Union Pacific shares in Q1 2026, an estimated $61.5K.
  • Union Pacific made up 0.02% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #141 holding.
  • Evelyn Partners Investment Management Services first reported a position in Union Pacific in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Union Pacific position peaked at $203K in Q3 2025.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.