Jeppson Wealth Management’s Union Pacific UNP Stock Holding History

Jeppson 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 Q1	$691K	Hold	2,848	–	–	0.22%	100
2025 Q4	$659K	Hold	2,848	–	–	0.21%	102
2025 Q3	$673K	Hold	2,848	–	–	0.21%	100
2025 Q2	$655K	Buy	2,848 +20	+0.7%	+$4.44K	0.23%	96
2025 Q1	$668K	Buy	2,828 +1	+0%	+$241	0.24%	95
2024 Q4	$645K	Hold	2,827	–	–	0.23%	97
2024 Q3	$697K	Hold	2,827	–	–	0.25%	95
2024 Q2	$640K	Hold	2,827	–	–	0.24%	92
2024 Q1	$695K	Hold	2,827	–	–	0.27%	88
2023 Q4	$694K	Hold	2,827	–	–	0.29%	86
2023 Q3	$576K	Hold	2,827	–	–	0.26%	95
2023 Q2	$578K	Buy	2,827 +70	+3%	+$13.9K	0.25%	96
2023 Q1	$555K	Buy	2,757 +1,042	+61%	+$211K	0.24%	103
2022 Q4	$355K	Buy	1,715 +74	+5%	+$15.2K	0.15%	131
2022 Q3	$320K	Sell	1,641 -15	-0.9%	-$3.32K	0.15%	129
2022 Q2	$353K	Buy	+1,656	New	+$377K	0.15%	123
2020 Q4	–	Sell	-225	Closed	-$44K	–	430
2020 Q3	$44K	Buy	+225	New	+$41.8K	0.03%	236

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

Jeppson Wealth Management's UNP Position: Q1 2026 in Review

Jeppson Wealth Management held its Union Pacific (UNP) position steady in Q1 2026 at 2,848 shares worth $691K. The position accounts for 0.22% of the portfolio, ranked #100.

Jeppson Wealth Management first reported a position in UNP in Q3 2020 and has held it in 17 quarters since. The position peaked at $697K in Q3 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Jeppson Wealth Management held 2,848 shares of Union Pacific worth $691K as of Q1 2026.
Jeppson Wealth Management left its Union Pacific share count unchanged in Q1 2026.
Union Pacific made up 0.22% of Jeppson Wealth Management's portfolio in Q1 2026, its #100 holding.
Jeppson Wealth Management first reported a position in Union Pacific in Q3 2020 and has held it in 17 quarters since.
Jeppson Wealth Management's Union Pacific position peaked at $697K in Q3 2024.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

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