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Inlet Private Wealth’s Union Pacific UNP Stock Holding History

Inlet Private 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 		$3.34M Sell
13,780
-3,015
-18% -$738K 0.85% 38
2025
Q4 		$3.88M Sell
16,795
-180
-1% -$41.1K 0.9% 37
2025
Q3 		$4.01M Buy
16,975
+9
+0.1% +$2.03K 0.91% 36
2025
Q2 		$3.9M Hold
16,966
– – 0.96% 35
2025
Q1 		$4.01M Hold
16,966
– – 1.04% 34
2024
Q4 		$3.87M Hold
16,966
– – 1.02% 34
2024
Q3 		$4.18M Sell
16,966
-15
-0.1% -$3.64K 1.06% 34
2024
Q2 		$3.84M Hold
16,981
– – 1.05% 35
2024
Q1 		$4.18M Sell
16,981
-25
-0.1% -$6.15K 1.17% 30
2023
Q4 		$4.18M Sell
17,006
-832
-5% -$183K 1.28% 28
2023
Q3 		$3.63M Sell
17,838
-1,169
-6% -$255K 1.19% 30
2023
Q2 		$3.89M Hold
19,007
– – 0.98% 31
2023
Q1 		$3.83M Hold
19,007
– – 0.99% 30
2022
Q4 		$3.94M Hold
19,007
– – 1.01% 33
2022
Q3 		$3.7M Buy
19,007
+4
+0% +$885 1.1% 29
2022
Q2 		$4.05M Buy
19,003
+4
+0% +$910 1.16% 26
2022
Q1 		$5.19M Buy
18,999
+3
+0% +$758 1.3% 21
2021
Q4 		$4.79M Buy
18,996
+2
+0% +$474 1.16% 30
2021
Q3 		$3.72M Hold
18,994
– – 1% 34
2021
Q2 		$4.18M Buy
18,994
+3
+0% +$668 1.1% 32
2021
Q1 		$4.19M Buy
18,991
+3
+0% +$630 1.2% 31
2020
Q4 		$3.95M Hold
18,988
– – 1.29% 22
2020
Q3 		$3.74M Hold
18,988
– – 1.46% 15
2020
Q2 		$3.21M Hold
18,988
– – 1.28% 23
2020
Q1 		$2.68M Hold
18,988
– – 1.24% 26
2019
Q4 		$3.43M Buy
18,988
+33
+0.2% +$5.65K 1.14% 27
2019
Q3 		$3.07M Hold
18,955
– – 1.14% 24
2019
Q2 		$3.3M Buy
18,955
+1,679
+10% +$288K 1.19% 25
2019
Q1 		$2.89M Buy
17,276
+10,252
+146% +$1.65M 1.16% 23
2018
Q4 		$971K Buy
+7,024
New +$1.04M 0.52% 53

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

Inlet Private Wealth's UNP Position: Q1 2026 in Review

Inlet Private Wealth reduced its Union Pacific (UNP) stake by 18% in Q1 2026, selling an estimated $738K and leaving 13,780 shares worth $3.34M. The position accounts for 0.85% of the portfolio, ranked #38.

Inlet Private Wealth first reported a position in UNP in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.19M in Q1 2022. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Inlet Private Wealth held 13,780 shares of Union Pacific worth $3.34M as of Q1 2026.
  • Inlet Private Wealth sold 3,015 Union Pacific shares in Q1 2026, an estimated $738K.
  • Union Pacific made up 0.85% of Inlet Private Wealth's portfolio in Q1 2026, its #38 holding.
  • Inlet Private Wealth first reported a position in Union Pacific in Q4 2018 and has held it in 30 quarters since.
  • Inlet Private Wealth's Union Pacific position peaked at $5.19M in Q1 2022.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.