Invenio Wealth Partners’s Union Pacific UNP Stock Holding History

Invenio 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	–	Sell	-1,147	Closed	-$265K	–	99
2025 Q4	$265K	Sell	1,147 -43	-4%	-$9.81K	0.1%	84
2025 Q3	$281K	Buy	1,190 +143	+14%	+$32.2K	0.1%	83
2025 Q2	$241K	Buy	1,047 +76	+8%	+$16.9K	0.1%	85
2025 Q1	$229K	Buy	971 +2	+0.2%	+$481	0.1%	86
2024 Q4	$221K	Buy	969 +28	+3%	+$6.63K	0.09%	91
2024 Q3	$232K	Buy	941 +20	+2%	+$4.85K	0.1%	92
2024 Q2	$208K	Sell	921 -2	-0.2%	-$469	0.1%	92
2024 Q1	$227K	Buy	+923	New	+$227K	0.12%	91

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invenio Wealth Partners sold out of Union Pacific (UNP) in Q1 2026, closing a stake of 1,147 shares — an estimated $265K sold.

Invenio Wealth Partners first reported a position in UNP in Q1 2024 and held it in 8 quarters. The position peaked at $281K in Q3 2025. 2,784 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Invenio Wealth Partners reported no remaining Union Pacific position as of Q1 2026 after selling out during the quarter.
Invenio Wealth Partners sold 1,147 Union Pacific shares in Q1 2026, an estimated $265K.
Invenio Wealth Partners first reported a position in Union Pacific in Q1 2024 and held it in 8 quarters.
Invenio Wealth Partners's Union Pacific position peaked at $281K in Q3 2025.
2,784 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Invenio Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.