McCarter Private Wealth Services
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McCarter Private Wealth Services’s Union Pacific UNP Stock Holding History

McCarter Private Wealth Services’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 		$297K Buy
1,093
+12
+1% +$3.49K 0.1% 143
2026
Q2 		$294K Sell
1,081
-41
-4% -$10.8K 0.1% 149
2026
Q1 		$272K Buy
1,122
+250
+29% +$61.2K 0.12% 142
2025
Q4 		$202K Buy
+872
New +$199K 0.09% 152

Other funds holding UNP

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

McCarter Private Wealth Services's UNP Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Union Pacific (UNP) stake by 1.1% in Q3 2026, buying an estimated $3.49K and bringing the position to 1,093 shares worth $297K. The position accounts for 0.1% of the portfolio, ranked #143.

McCarter Private Wealth Services first reported a position in UNP in Q4 2025 and has held it in 4 quarters since. 866 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • McCarter Private Wealth Services held 1,093 shares of Union Pacific worth $297K as of Q3 2026.
  • McCarter Private Wealth Services bought 12 Union Pacific shares in Q3 2026, an estimated $3.49K.
  • Union Pacific made up 0.1% of McCarter Private Wealth Services's portfolio in Q3 2026, its #143 holding.
  • McCarter Private Wealth Services first reported a position in Union Pacific in Q4 2025 and has held it in 4 quarters since.
  • 866 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.