IAG Wealth Partners’s Union Pacific UNP Stock Holding History

IAG Wealth Partners’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	$30.3K	Sell	125 -254	-67%	-$62.2K	﹤0.01%	255
2025 Q4	$87.8K	Buy	379 +1	+0.3%	+$228	0.01%	164
2025 Q3	$89.3K	Buy	378 +2	+0.5%	+$451	0.01%	170
2025 Q2	$86.6K	Buy	376 +1	+0.3%	+$222	0.01%	160
2025 Q1	$88.6K	Buy	375 +250	+200%	+$60.2K	0.01%	154
2024 Q4	$28.5K	Sell	125 -75	-38%	-$17.8K	0.01%	246
2024 Q3	$49.3K	Hold	200	–	–	0.01%	186
2024 Q2	$45.3K	Hold	200	–	–	0.01%	184
2024 Q1	$49.2K	Hold	200	–	–	0.01%	166
2023 Q4	$49.1K	Hold	200	–	–	0.01%	159
2023 Q3	$40.7K	Hold	200	–	–	0.01%	162
2023 Q2	$40.9K	Hold	200	–	–	0.01%	174
2023 Q1	$40.3K	Hold	200	–	–	0.01%	158
2022 Q4	$41.4K	Sell	200 -25	-11%	-$5.13K	0.01%	155
2022 Q3	$44K	Sell	225 -4	-2%	-$885	0.01%	135
2022 Q2	$49K	Sell	229 -4	-2%	-$910	0.02%	130
2022 Q1	$64K	Buy	233 +33	+17%	+$8.33K	0.02%	119
2021 Q4	$50K	Sell	200 -34	-15%	-$8.05K	0.02%	135
2021 Q3	$46K	Buy	234 +34	+17%	+$7.34K	0.02%	127
2021 Q2	$44K	Hold	200	–	–	0.02%	129
2021 Q1	$45K	Hold	200	–	–	0.02%	123
2020 Q4	$42K	Hold	200	–	–	0.02%	118
2020 Q3	$40K	Hold	200	–	–	0.02%	115
2020 Q2	$34K	Hold	200	–	–	0.02%	125
2020 Q1	$29K	Hold	200	–	–	0.02%	126
2019 Q4	$37K	Buy	+200	New	+$34.2K	0.02%	126

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IAG Wealth Partners's UNP Position: Q1 2026 in Review

IAG Wealth Partners reduced its Union Pacific (UNP) stake by 67% in Q1 2026, selling an estimated $62.2K and leaving 125 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

IAG Wealth Partners first reported a position in UNP in Q4 2019 and has held it in 26 quarters since. The position peaked at $89.3K in Q3 2025. 2,763 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

IAG Wealth Partners held 125 shares of Union Pacific worth $30.3K as of Q1 2026.
IAG Wealth Partners sold 254 Union Pacific shares in Q1 2026, an estimated $62.2K.
Union Pacific made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #255 holding.
IAG Wealth Partners first reported a position in Union Pacific in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's Union Pacific position peaked at $89.3K in Q3 2025.
2,763 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.