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Horizon Family Wealth’s Union Pacific UNP Stock Holding History

Horizon Family Wealth’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 		$581K Buy
2,394
+1,215
+103% +$298K 0.31% 54
2025
Q4 		$273K Buy
1,179
+7
+0.6% +$1.6K 0.15% 76
2025
Q3 		$277K Sell
1,172
-7
-0.6% -$1.58K 0.16% 73
2025
Q2 		$271K Buy
+1,179
New +$262K 0.17% 71

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

Horizon Family Wealth's UNP Position: Q1 2026 in Review

Horizon Family Wealth increased its Union Pacific (UNP) stake by 103% in Q1 2026, buying an estimated $298K and bringing the position to 2,394 shares worth $581K. The position accounts for 0.31% of the portfolio, ranked #54.

Horizon Family Wealth first reported a position in UNP in Q2 2025 and has held it in 4 quarters since. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Horizon Family Wealth held 2,394 shares of Union Pacific worth $581K as of Q1 2026.
  • Horizon Family Wealth bought 1,215 Union Pacific shares in Q1 2026, an estimated $298K.
  • Union Pacific made up 0.31% of Horizon Family Wealth's portfolio in Q1 2026, its #54 holding.
  • Horizon Family Wealth first reported a position in Union Pacific in Q2 2025 and has held it in 4 quarters since.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.