Jamison Private Wealth Management’s Union Pacific UNP Stock Holding History

Jamison Private Wealth Management’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 Q3	$257K	Sell	943 -12	-1%	-$3.49K	0.03%	209
2026 Q2	$260K	Buy	+955	New	+$251K	0.03%	205
2024 Q4	–	Sell	-128	Closed	-$31.6K	–	456
2024 Q3	$31.6K	Buy	128 +93	+266%	+$22.6K	﹤0.01%	276
2024 Q2	$7.92K	Sell	35 -5	-13%	-$1.17K	﹤0.01%	331
2024 Q1	$9.8K	Buy	40 +5	+14%	+$1.23K	﹤0.01%	330
2023 Q4	$8.6K	Hold	35	–	–	﹤0.01%	315
2023 Q3	$7.13K	Buy	+35	New	+$7.62K	﹤0.01%	313

Other funds holding UNP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Jamison Private Wealth Management's UNP Position: Q3 2026 in Review

Jamison Private Wealth Management reduced its Union Pacific (UNP) stake by 1.3% in Q3 2026, selling an estimated $3.49K and leaving 943 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #209.

Jamison Private Wealth Management first reported a position in UNP in Q3 2023 and has held it in 7 quarters since. The position peaked at $260K in Q2 2026. 1,839 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Jamison Private Wealth Management held 943 shares of Union Pacific worth $257K as of Q3 2026.
Jamison Private Wealth Management sold 12 Union Pacific shares in Q3 2026, an estimated $3.49K.
Union Pacific made up 0.03% of Jamison Private Wealth Management's portfolio in Q3 2026, its #209 holding.
Jamison Private Wealth Management first reported a position in Union Pacific in Q3 2023 and has held it in 7 quarters since.
Jamison Private Wealth Management's Union Pacific position peaked at $260K in Q2 2026.
1,839 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.