Evercore Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.17M | Sell |
19,018
-646
| -3% | -$170K | 0.07% | 105 |
|
|
2026
Q1 | $4.77M | Sell |
19,664
-139
| -0.7% | -$34K | 0.08% | 103 |
|
|
2025
Q4 | $4.58M | Sell |
19,803
-799
| -4% | -$182K | 0.07% | 109 |
|
|
2025
Q3 | $4.87M | Sell |
20,602
-318
| -2% | -$71.7K | 0.07% | 106 |
|
|
2025
Q2 | $4.81M | Sell |
20,920
-955
| -4% | -$212K | 0.07% | 101 |
|
|
2025
Q1 | $5.17M | Sell |
21,875
-5,198
| -19% | -$1.25M | 0.08% | 94 |
|
|
2024
Q4 | $6.17M | Sell |
27,073
-780
| -3% | -$185K | 0.09% | 90 |
|
|
2024
Q3 | $6.87M | Sell |
27,853
-20
| -0.1% | -$4.85K | 0.1% | 85 |
|
|
2024
Q2 | $6.31M | Sell |
27,873
-801
| -3% | -$188K | 0.1% | 87 |
|
|
2024
Q1 | $7.05M | Sell |
28,674
-240
| -0.8% | -$59.1K | 0.11% | 82 |
|
|
2023
Q4 | $7.1M | Sell |
28,914
-1,262
| -4% | -$277K | 0.12% | 79 |
|
|
2023
Q3 | $6.14M | Sell |
30,176
-2,261
| -7% | -$492K | 0.12% | 81 |
|
|
2023
Q2 | $6.64M | Buy |
32,437
+2,089
| +7% | +$415K | 0.12% | 79 |
|
|
2023
Q1 | $6.11M | Sell |
30,348
-3,710
| -11% | -$752K | 0.12% | 80 |
|
|
2022
Q4 | $7.05M | Sell |
34,058
-1,587
| -4% | -$326K | 0.15% | 75 |
|
|
2022
Q3 | $6.94M | Sell |
35,645
-27
| -0.1% | -$5.97K | 0.16% | 71 |
|
|
2022
Q2 | $7.61M | Sell |
35,672
-2,693
| -7% | -$613K | 0.16% | 68 |
|
|
2022
Q1 | $10.5M | Sell |
38,365
-388
| -1% | -$98K | 0.19% | 62 |
|
|
2021
Q4 | $9.76M | Sell |
38,753
-937
| -2% | -$222K | 0.16% | 70 |
|
|
2021
Q3 | $7.78M | Sell |
39,690
-2,052
| -5% | -$443K | 0.14% | 79 |
|
|
2021
Q2 | $9.18M | Sell |
41,742
-2,123
| -5% | -$473K | 0.17% | 70 |
|
|
2021
Q1 | $9.67M | Sell |
43,865
-2,818
| -6% | -$592K | 0.19% | 68 |
|
|
2020
Q4 | $9.72M | Sell |
46,683
-585
| -1% | -$117K | 0.21% | 63 |
|
|
2020
Q3 | $9.31M | Sell |
47,268
-6,566
| -12% | -$1.22M | 0.23% | 60 |
|
|
2020
Q2 | $9.1M | Sell |
53,834
-2,071
| -4% | -$332K | 0.24% | 62 |
|
|
2020
Q1 | $7.88M | Sell |
55,905
-673
| -1% | -$111K | 0.26% | 61 |
|
|
2019
Q4 | $10.2M | Sell |
56,578
-2,147
| -4% | -$368K | 0.28% | 61 |
|
|
2019
Q3 | $9.51M | Sell |
58,725
-354
| -0.6% | -$59.5K | 0.28% | 62 |
|
|
2019
Q2 | $9.99M | Sell |
59,079
-160
| -0.3% | -$27.4K | 0.3% | 59 |
|
|
2019
Q1 | $9.9M | Buy |
59,239
+332
| +0.6% | +$53.4K | 0.32% | 60 |
|
|
2018
Q4 | $8.14M | Sell |
58,907
-2,116
| -3% | -$314K | 0.31% | 64 |
|
|
2018
Q3 | $9.94M | Sell |
61,023
-2,931
| -5% | -$441K | 0.32% | 62 |
|
|
2018
Q2 | $9.06M | Buy |
63,954
+1,838
| +3% | +$256K | 0.31% | 63 |
|
|
2018
Q1 | $8.35M | Sell |
62,116
-1,746
| -3% | -$235K | 0.32% | 61 |
|
|
2017
Q4 | $8.56M | Sell |
63,862
-3,358
| -5% | -$405K | 0.32% | 62 |
|
|
2017
Q3 | $7.79M | Sell |
67,220
-1,386
| -2% | -$149K | 0.3% | 64 |
|
|
2017
Q2 | $7.47M | Sell |
68,606
-2,435
| -3% | -$266K | 0.29% | 69 |
|
|
2017
Q1 | $7.52M | Sell |
71,041
-8,518
| -11% | -$908K | 0.29% | 69 |
|
|
2016
Q4 | $8.25M | Buy |
79,559
+42
| +0.1% | +$4.13K | 0.34% | 63 |
|
|
2016
Q3 | $7.75M | Sell |
79,517
-775
| -1% | -$72.5K | 0.32% | 66 |
|
|
2016
Q2 | $7M | Sell |
80,292
-3,794
| -5% | -$321K | 0.31% | 66 |
|
|
2016
Q1 | $6.69M | Sell |
84,086
-67,069
| -44% | -$5.18M | 0.3% | 66 |
|
|
2015
Q4 | $11.8M | Sell |
151,155
-177,957
| -54% | -$15.3M | 0.55% | 53 |
|
|
2015
Q3 | $29.1M | Buy |
329,112
+13,424
| +4% | +$1.23M | 1.39% | 21 |
|
|
2015
Q2 | $30.1M | Buy |
315,688
+23,000
| +8% | +$2.4M | 1.36% | 26 |
|
|
2015
Q1 | $31.7M | Buy |
292,688
+21,246
| +8% | +$2.49M | 1.45% | 18 |
|
|
2014
Q4 | $32.4M | Buy |
271,442
+15,031
| +6% | +$1.73M | 1.61% | 16 |
|
|
2014
Q3 | $27.8M | Buy |
256,411
+6,790
| +3% | +$703K | 1.39% | 22 |
|
|
2014
Q2 | $24.9M | Buy |
249,621
+8,005
| +3% | +$776K | 1.29% | 25 |
|
|
2014
Q1 | $22.7M | Sell |
241,616
-12,362
| -5% | -$1.1M | 1.27% | 24 |
|
|
2013
Q4 | $21.3M | Buy |
253,978
+5,714
| +2% | +$453K | 1.17% | 26 |
|
|
2013
Q3 | $19.3M | Sell |
248,264
-14,564
| -6% | -$1.15M | 1.11% | 23 |
|
|
2013
Q2 | $20.3M | Buy |
+262,828
| New | +$19.8M | 1.15% | 19 |
|
Other funds holding UNP
Evercore Wealth Management's UNP Position: Q2 2026 in Review
Evercore Wealth Management reduced its Union Pacific (UNP) stake by 3.3% in Q2 2026, selling an estimated $170K and leaving 19,018 shares worth $5.17M. The position accounts for 0.07% of the portfolio, ranked #105.
Evercore Wealth Management first reported a position in UNP in Q2 2013 and has held it in 53 quarters since. The position peaked at $32.4M in Q4 2014. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.
- Evercore Wealth Management held 19,018 shares of Union Pacific worth $5.17M as of Q2 2026.
- Evercore Wealth Management sold 646 Union Pacific shares in Q2 2026, an estimated $170K.
- Union Pacific made up 0.07% of Evercore Wealth Management's portfolio in Q2 2026, its #105 holding.
- Evercore Wealth Management first reported a position in Union Pacific in Q2 2013 and has held it in 53 quarters since.
- Evercore Wealth Management's Union Pacific position peaked at $32.4M in Q4 2014.
- 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.