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Ipsen Advisor Group’s Union Pacific UNP Stock Holding History

Ipsen Advisor Group’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 		$597K Buy
2,462
+32
+1% +$7.83K 0.42% 66
2025
Q4 		$562K Buy
2,430
+61
+3% +$13.9K 0.4% 67
2025
Q3 		$560K Buy
2,369
+33
+1% +$7.44K 0.4% 64
2025
Q2 		$537K Buy
2,336
+135
+6% +$30K 0.41% 63
2025
Q1 		$520K Sell
2,201
-20
-0.9% -$4.81K 0.45% 56
2024
Q4 		$507K Buy
+2,221
New +$526K 0.43% 55
2022
Q4 		$426K Buy
+2,057
New +$422K 0.49% 50

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

Ipsen Advisor Group's UNP Position: Q1 2026 in Review

Ipsen Advisor Group increased its Union Pacific (UNP) stake by 1.3% in Q1 2026, buying an estimated $7.83K and bringing the position to 2,462 shares worth $597K. The position accounts for 0.42% of the portfolio, ranked #66.

Ipsen Advisor Group first reported a position in UNP in Q4 2022 and has held it in 7 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Ipsen Advisor Group held 2,462 shares of Union Pacific worth $597K as of Q1 2026.
  • Ipsen Advisor Group bought 32 Union Pacific shares in Q1 2026, an estimated $7.83K.
  • Union Pacific made up 0.42% of Ipsen Advisor Group's portfolio in Q1 2026, its #66 holding.
  • Ipsen Advisor Group first reported a position in Union Pacific in Q4 2022 and has held it in 7 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.