Moran Wealth Management’s Union Pacific UNP Stock Holding History

Moran 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	$1.23M	Buy	4,514 +75	+2%	+$21.8K	0.03%	361
2026 Q2	$1.21M	Buy	4,439 +325	+8%	+$85.3K	0.03%	371
2026 Q1	$998K	Buy	4,114 +189	+5%	+$46.3K	0.03%	369
2025 Q4	$908K	Buy	+3,925	New	+$896K	0.03%	360
2023 Q3	–	Sell	-58,987	Closed	-$12.1M	–	429
2023 Q2	$12.1M	Buy	58,987 +129	+0.2%	+$25.6K	0.45%	83
2023 Q1	$11.8M	Buy	58,858 +5,608	+11%	+$1.14M	0.45%	82
2022 Q4	$11M	Buy	+53,250	New	+$10.9M	0.42%	78

Other funds holding UNP

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Moran Wealth Management's UNP Position: Q3 2026 in Review

Moran Wealth Management increased its Union Pacific (UNP) stake by 1.7% in Q3 2026, buying an estimated $21.8K and bringing the position to 4,514 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #361.

Moran Wealth Management first reported a position in UNP in Q4 2022 and has held it in 7 quarters since. The position peaked at $12.1M in Q2 2023. 866 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Moran Wealth Management held 4,514 shares of Union Pacific worth $1.23M as of Q3 2026.
Moran Wealth Management bought 75 Union Pacific shares in Q3 2026, an estimated $21.8K.
Union Pacific made up 0.03% of Moran Wealth Management's portfolio in Q3 2026, its #361 holding.
Moran Wealth Management first reported a position in Union Pacific in Q4 2022 and has held it in 7 quarters since.
Moran Wealth Management's Union Pacific position peaked at $12.1M in Q2 2023.
866 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.