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Evergreen Wealth Solutions’s Union Pacific UNP Stock Holding History

Evergreen Wealth Solutions’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 		$594K Buy
2,450
+500
+26% +$122K 0.04% 225
2025
Q4 		$451K Buy
1,950
+101
+5% +$23.1K 0.06% 130
2025
Q3 		$437K Sell
1,849
-7
-0.4% -$1.58K 0.25% 69
2025
Q2 		$427K Sell
1,856
-25
-1% -$5.55K 0.26% 69
2025
Q1 		$444K Sell
1,881
-116
-6% -$27.9K 0.3% 58
2024
Q4 		$456K Buy
1,997
+97
+5% +$23K 0.32% 59
2024
Q3 		$468K Sell
1,900
-291
-13% -$70.6K 0.32% 62
2024
Q2 		$496K Sell
2,191
-75
-3% -$17.6K 0.35% 62
2024
Q1 		$557K Sell
2,266
-206
-8% -$50.7K 0.41% 56
2023
Q4 		$607K Buy
2,472
+19
+0.8% +$4.18K 0.52% 45
2023
Q3 		$499K Sell
2,453
-49
-2% -$10.7K 0.5% 58
2023
Q2 		$512K Buy
2,502
+448
+22% +$89.1K 0.52% 62
2023
Q1 		$413K Sell
2,054
-14
-0.7% -$2.84K 0.48% 66
2022
Q4 		$428K Buy
2,068
+117
+6% +$24K 0.56% 59
2022
Q3 		$380K Buy
1,951
+476
+32% +$105K 0.54% 61
2022
Q2 		$315K Buy
1,475
+148
+11% +$33.7K 0.39% 82
2022
Q1 		$363K Sell
1,327
-53
-4% -$13.4K 0.35% 69
2021
Q4 		$348K Buy
+1,380
New +$327K 0.32% 69

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

Evergreen Wealth Solutions's UNP Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Union Pacific (UNP) stake by 26% in Q1 2026, buying an estimated $122K and bringing the position to 2,450 shares worth $594K. The position accounts for 0.04% of the portfolio, ranked #225.

Evergreen Wealth Solutions first reported a position in UNP in Q4 2021 and has held it in 18 quarters since. The position peaked at $607K in Q4 2023. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Evergreen Wealth Solutions held 2,450 shares of Union Pacific worth $594K as of Q1 2026.
  • Evergreen Wealth Solutions bought 500 Union Pacific shares in Q1 2026, an estimated $122K.
  • Union Pacific made up 0.04% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #225 holding.
  • Evergreen Wealth Solutions first reported a position in Union Pacific in Q4 2021 and has held it in 18 quarters since.
  • Evergreen Wealth Solutions's Union Pacific position peaked at $607K in Q4 2023.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.