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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
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

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

McCarter Private Wealth Services's UNP Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Union Pacific (UNP) stake by 29% in Q1 2026, buying an estimated $61.2K and bringing the position to 1,122 shares worth $272K. The position accounts for 0.12% of the portfolio, ranked #142.

McCarter Private Wealth Services first reported a position in UNP in Q4 2025 and has held it in 2 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • McCarter Private Wealth Services held 1,122 shares of Union Pacific worth $272K as of Q1 2026.
  • McCarter Private Wealth Services bought 250 Union Pacific shares in Q1 2026, an estimated $61.2K.
  • Union Pacific made up 0.12% of McCarter Private Wealth Services's portfolio in Q1 2026, its #142 holding.
  • McCarter Private Wealth Services first reported a position in Union Pacific in Q4 2025 and has held it in 2 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.