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Modera Wealth Management’s Union Pacific UNP Stock Holding History

Modera 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 		$3.26M Buy
13,438
+1,790
+15% +$438K 0.04% 213
2025
Q4 		$2.69M Sell
11,648
-1,687
-13% -$385K 0.03% 237
2025
Q3 		$3.15M Buy
13,335
+1,191
+10% +$268K 0.04% 227
2025
Q2 		$2.79M Buy
12,144
+352
+3% +$78.1K 0.03% 229
2025
Q1 		$2.79M Sell
11,792
-555
-4% -$134K 0.04% 220
2024
Q4 		$2.82M Buy
12,347
+860
+7% +$204K 0.03% 221
2024
Q3 		$2.83M Sell
11,487
-82
-0.7% -$19.9K 0.04% 207
2024
Q2 		$2.62M Sell
11,569
-47
-0.4% -$11K 0.04% 201
2024
Q1 		$2.86M Buy
11,616
+70
+0.6% +$17.2K 0.04% 199
2023
Q4 		$2.84M Sell
11,546
-148
-1% -$32.5K 0.05% 196
2023
Q3 		$2.38M Sell
11,694
-238
-2% -$51.8K 0.04% 200
2023
Q2 		$2.44M Buy
11,932
+4,794
+67% +$953K 0.04% 207
2023
Q1 		$1.44M Sell
7,138
-181
-2% -$36.7K 0.06% 118
2022
Q4 		$1.52M Sell
7,319
-67
-0.9% -$13.7K 0.06% 110
2022
Q3 		$1.44M Sell
7,386
-197
-3% -$43.6K 0.07% 104
2022
Q2 		$1.62M Buy
7,583
+417
+6% +$94.9K 0.08% 104
2022
Q1 		$1.96M Sell
7,166
-5,156
-42% -$1.3M 0.09% 100
2021
Q4 		$3.1M Buy
12,322
+6,768
+122% +$1.6M 0.12% 86
2021
Q3 		$1.09M Sell
5,554
-450
-7% -$97.2K 0.06% 99
2021
Q2 		$1.32M Sell
6,004
-8
-0.1% -$1.78K 0.07% 89
2021
Q1 		$1.32M Sell
6,012
-28
-0.5% -$5.88K 0.09% 79
2020
Q4 		$1.26M Buy
6,040
+458
+8% +$91.5K 0.1% 80
2020
Q3 		$1.1M Hold
5,582
– – 0.16% 52
2020
Q2 		$944K Sell
5,582
-1,973
-26% -$316K 0.15% 55
2020
Q1 		$1.07M Buy
7,555
+590
+8% +$97.5K 0.22% 50
2019
Q4 		$1.26M Sell
6,965
-150
-2% -$25.7K 0.2% 42
2019
Q3 		$1.15M Buy
7,115
+208
+3% +$35K 0.19% 42
2019
Q2 		$1.17M Buy
6,907
+1,833
+36% +$314K 0.21% 43
2019
Q1 		$848K Buy
5,074
+81
+2% +$13K 0.16% 53
2018
Q4 		$690K Sell
4,993
-400
-7% -$59.3K 0.14% 58
2018
Q3 		$878K Buy
5,393
+400
+8% +$60.2K 0.18% 55
2018
Q2 		$707K Hold
4,993
– – 0.15% 58
2018
Q1 		$671K Buy
4,993
+9
+0.2% +$1.21K 0.14% 59
2017
Q4 		$668K Hold
4,984
– – 0.14% 59
2017
Q3 		$578K Sell
4,984
-2,870
-37% -$308K 0.13% 61
2017
Q2 		$855K Hold
7,854
– – 0.21% 44
2017
Q1 		$832K Hold
7,854
– – 0.21% 46
2016
Q4 		$814K Hold
7,854
– – 0.27% 41
2016
Q3 		$766K Sell
7,854
-38
-0.5% -$3.55K 0.26% 42
2016
Q2 		$689K Hold
7,892
– – 0.24% 41
2016
Q1 		$628K Buy
7,892
+208
+3% +$16.1K 0.22% 45
2015
Q4 		$601K Sell
7,684
-230
-3% -$19.7K 0.24% 32
2015
Q3 		$700K Buy
7,914
+278
+4% +$25.4K 0.29% 28
2015
Q2 		$728K Sell
7,636
-50
-0.7% -$5.21K 0.29% 32
2015
Q1 		$832K Sell
7,686
-220
-3% -$25.8K 0.32% 33
2014
Q4 		$942K Hold
7,906
– – 0.37% 31
2014
Q3 		$857K Buy
+7,906
New +$818K 0.36% 30

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

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

Modera Wealth Management increased its Union Pacific (UNP) stake by 15% in Q1 2026, buying an estimated $438K and bringing the position to 13,438 shares worth $3.26M. The position accounts for 0.04% of the portfolio, ranked #213.

Modera Wealth Management first reported a position in UNP in Q3 2014 and has held it in 47 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Modera Wealth Management held 13,438 shares of Union Pacific worth $3.26M as of Q1 2026.
  • Modera Wealth Management bought 1,790 Union Pacific shares in Q1 2026, an estimated $438K.
  • Union Pacific made up 0.04% of Modera Wealth Management's portfolio in Q1 2026, its #213 holding.
  • Modera Wealth Management first reported a position in Union Pacific in Q3 2014 and has held it in 47 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.