NW
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NewEdge Wealth’s Union Pacific UNP Stock Holding History

NewEdge 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 		$30.1M Buy
124,096
+2,177
+2% +$533K 0.36% 71
2025
Q4 		$28.2M Buy
121,919
+6,822
+6% +$1.56M 0.32% 70
2025
Q3 		$25M Sell
115,097
-5,315
-4% -$1.2M 0.36% 61
2025
Q2 		$26.8M Buy
120,412
+4,972
+4% +$1.1M 0.42% 56
2025
Q1 		$27.3M Buy
115,440
+7,676
+7% +$1.85M 0.49% 53
2024
Q4 		$24.6M Buy
107,764
+15,579
+17% +$3.69M 0.43% 61
2024
Q3 		$22.7M Buy
92,185
+8,046
+10% +$1.95M 0.41% 69
2024
Q2 		$19M Buy
84,139
+1,147
+1% +$269K 0.41% 66
2024
Q1 		$19.7M Buy
82,992
+7,273
+10% +$1.79M 0.44% 63
2023
Q4 		$18.6M Buy
75,719
+4,393
+6% +$966K 0.48% 58
2023
Q3 		$14.5M Buy
71,326
+869
+1% +$189K 0.46% 64
2023
Q2 		$14.4M Buy
70,457
+13,651
+24% +$2.71M 0.48% 60
2023
Q1 		$11.4M Buy
56,806
+1,926
+4% +$390K 0.43% 64
2022
Q4 		$11.4M Buy
54,880
+3,615
+7% +$741K 0.49% 57
2022
Q3 		$9.99M Buy
51,265
+2,697
+6% +$597K 0.47% 59
2022
Q2 		$10.4M Buy
48,568
+4,027
+9% +$916K 0.47% 57
2022
Q1 		$12.2M Buy
44,541
+3,315
+8% +$837K 0.54% 46
2021
Q4 		$10.4M Buy
41,226
+2,909
+8% +$689K 0.44% 57
2021
Q3 		$7.51M Buy
38,317
+973
+3% +$210K 0.45% 59
2021
Q2 		$8.21M Buy
37,344
+3,733
+11% +$831K 0.63% 50
2021
Q1 		$7.41M Buy
33,611
+24,339
+263% +$5.11M 0.74% 39
2020
Q4 		$1.93M Buy
+9,272
New +$1.85M 0.59% 48

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

NewEdge Wealth's UNP Position: Q1 2026 in Review

NewEdge Wealth increased its Union Pacific (UNP) stake by 1.8% in Q1 2026, buying an estimated $533K and bringing the position to 124,096 shares worth $30.1M. The position accounts for 0.36% of the portfolio, ranked #71.

NewEdge Wealth first reported a position in UNP in Q4 2020 and has held it in 22 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • NewEdge Wealth held 124,096 shares of Union Pacific worth $30.1M as of Q1 2026.
  • NewEdge Wealth bought 2,177 Union Pacific shares in Q1 2026, an estimated $533K.
  • Union Pacific made up 0.36% of NewEdge Wealth's portfolio in Q1 2026, its #71 holding.
  • NewEdge Wealth first reported a position in Union Pacific in Q4 2020 and has held it in 22 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.