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Nicola Wealth Management’s Union Pacific UNP Stock Holding History

Nicola 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 		$21.1M Sell
87,000
-25,000
-22% -$6.12M 2.53% 9
2025
Q4 		$25.9M Hold
112,000
– – 2.36% 7
2025
Q3 		$26.5M Buy
112,000
+17,800
+19% +$4.01M 2.36% 10
2025
Q2 		$21.7M Buy
94,200
+10,000
+12% +$2.22M 2.03% 14
2025
Q1 		$19.9M Sell
84,200
-600
-0.7% -$144K 1.94% 15
2024
Q4 		$19.3M Hold
84,800
– – 1.83% 21
2024
Q3 		$20.9M Hold
84,800
– – 1.66% 23
2024
Q2 		$19.2M Buy
84,800
+3,000
+4% +$703K 1.71% 19
2024
Q1 		$20.1M Sell
81,800
-9,000
-10% -$2.21M 1.95% 13
2023
Q4 		$22.3M Hold
90,800
– – 2.34% 12
2023
Q3 		$18.5M Buy
90,800
+9,000
+11% +$1.96M 1.99% 15
2023
Q2 		$16.7M Hold
81,800
– – 1.64% 20
2023
Q1 		$16.5M Hold
81,800
– – 1.62% 20
2022
Q4 		$16.9M Sell
81,800
-500
-0.6% -$103K 1.72% 21
2022
Q3 		$16M Buy
82,300
+3,800
+5% +$841K 1.76% 14
2022
Q2 		$16.7M Buy
78,500
+25,100
+47% +$5.71M 1.6% 15
2022
Q1 		$14.6M Sell
53,400
-6,000
-10% -$1.52M 1.28% 29
2021
Q4 		$15M Sell
59,400
-3,600
-6% -$853K 1.41% 21
2021
Q3 		$12.3M Buy
63,000
+3,500
+6% +$756K 1.27% 25
2021
Q2 		$13.1M Hold
59,500
– – 1.34% 23
2021
Q1 		$13.1M Hold
59,500
– – 1.47% 21
2020
Q4 		$12.4M Buy
59,500
+18,000
+43% +$3.6M 1.54% 20
2020
Q3 		$8.17M Sell
41,500
-60,000
-59% -$11.2M 1.16% 32
2020
Q2 		$17.2M Buy
101,500
+80,100
+374% +$12.8M 2.38% 7
2020
Q1 		$3.02M Buy
+21,400
New +$3.54M 0.45% 75
2019
Q2 		– Sell
-27,800
Closed -$4.65M – 105
2019
Q1 		$4.65M Sell
27,800
-25,000
-47% -$4.02M 0.69% 61
2018
Q4 		$7.3M Buy
52,800
+15,000
+40% +$2.22M 1.2% 24
2018
Q3 		$6.16M Hold
37,800
– – 1.06% 37
2018
Q2 		$5.36M Hold
37,800
– – 1.04% 36
2018
Q1 		$5.08M Buy
+37,800
New +$5.09M 1.02% 32

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

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

Nicola Wealth Management reduced its Union Pacific (UNP) stake by 22% in Q1 2026, selling an estimated $6.12M and leaving 87,000 shares worth $21.1M. The position accounts for 2.53% of the portfolio, ranked #9.

Nicola Wealth Management first reported a position in UNP in Q1 2018 and has held it in 30 quarters since. The position peaked at $26.5M in Q3 2025. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Nicola Wealth Management held 87,000 shares of Union Pacific worth $21.1M as of Q1 2026.
  • Nicola Wealth Management sold 25,000 Union Pacific shares in Q1 2026, an estimated $6.12M.
  • Union Pacific made up 2.53% of Nicola Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Nicola Wealth Management first reported a position in Union Pacific in Q1 2018 and has held it in 30 quarters since.
  • Nicola Wealth Management's Union Pacific position peaked at $26.5M in Q3 2025.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Nicola Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.