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Naviter Wealth’s Union Pacific UNP Stock Holding History

Naviter Wealth’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 		$2.14M Buy
8,836
+435
+5% +$107K 0.27% 90
2025
Q4 		$1.94M Sell
8,401
-1,403
-14% -$320K 0.25% 94
2025
Q3 		$2.32M Buy
9,804
+123
+1% +$27.7K 0.27% 94
2025
Q2 		$2.23M Sell
9,681
-752
-7% -$167K 0.27% 99
2025
Q1 		$2.44M Buy
10,433
+84
+0.8% +$20.2K 0.3% 88
2024
Q4 		$2.36M Buy
10,349
+4,753
+85% +$1.13M 0.28% 91
2024
Q3 		$1.38M Sell
5,596
-658
-11% -$160K 0.19% 142
2024
Q2 		$1.42M Buy
6,254
+568
+10% +$133K 0.21% 133
2024
Q1 		$1.4M Buy
5,686
+1,195
+27% +$294K 0.23% 124
2023
Q4 		$1.1M Buy
4,491
+896
+25% +$197K 0.22% 122
2023
Q3 		$732K Sell
3,595
-155
-4% -$33.8K 0.18% 140
2023
Q2 		$767K Buy
3,750
+655
+21% +$130K 0.2% 132
2023
Q1 		$623K Sell
3,095
-917
-23% -$186K 0.22% 129
2022
Q4 		$815K Buy
4,012
+512
+15% +$105K 0.22% 104
2022
Q3 		$682K Buy
3,500
+328
+10% +$72.6K 0.28% 86
2022
Q2 		$677K Buy
+3,172
New +$722K 0.28% 84

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

Naviter Wealth's UNP Position: Q1 2026 in Review

Naviter Wealth increased its Union Pacific (UNP) stake by 5.2% in Q1 2026, buying an estimated $107K and bringing the position to 8,836 shares worth $2.14M. The position accounts for 0.27% of the portfolio, ranked #90.

Naviter Wealth first reported a position in UNP in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.44M in Q1 2025. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Naviter Wealth held 8,836 shares of Union Pacific worth $2.14M as of Q1 2026.
  • Naviter Wealth bought 435 Union Pacific shares in Q1 2026, an estimated $107K.
  • Union Pacific made up 0.27% of Naviter Wealth's portfolio in Q1 2026, its #90 holding.
  • Naviter Wealth first reported a position in Union Pacific in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Union Pacific position peaked at $2.44M in Q1 2025.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.