Oak Harbor Wealth Partners’s Union Pacific UNP Stock Holding History

Oak Harbor Wealth Partners’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	$615K	Sell	2,533 -150	-6%	-$36.7K	0.14%	126
2025 Q4	$621K	Sell	2,683 -139	-5%	-$31.7K	0.15%	122
2025 Q3	$667K	Sell	2,822 -944	-25%	-$213K	0.16%	111
2025 Q2	$866K	Sell	3,766 -2,426	-39%	-$539K	0.23%	93
2025 Q1	$1.46M	Sell	6,192 -2,753	-31%	-$663K	0.42%	59
2024 Q4	$2.04M	Sell	8,945 -36	-0.4%	-$8.52K	0.59%	46
2024 Q3	$2.21M	Buy	8,981 +302	+3%	+$73.2K	0.63%	42
2024 Q2	$1.96M	Buy	8,679 +102	+1%	+$23.9K	0.62%	44
2024 Q1	$2.11M	Buy	8,577 +67	+0.8%	+$16.5K	0.66%	42
2023 Q4	$2.09M	Sell	8,510 -179	-2%	-$39.4K	0.7%	40
2023 Q3	$1.77M	Buy	8,689 +294	+4%	+$64K	0.63%	46
2023 Q2	$1.72M	Buy	8,395 +85	+1%	+$16.9K	0.59%	45
2023 Q1	$1.67M	Buy	8,310 +1,798	+28%	+$364K	0.61%	48
2022 Q4	$1.35M	Sell	6,512 -230	-3%	-$47.2K	0.51%	57
2022 Q3	$1.31M	Buy	6,742 +347	+5%	+$76.8K	0.51%	50
2022 Q2	$1.36M	Buy	6,395 +543	+9%	+$124K	0.54%	50
2022 Q1	$1.6M	Buy	5,852 +32	+0.5%	+$8.08K	0.52%	53
2021 Q4	$1.47M	Buy	+5,820	New	+$1.38M	0.5%	52

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Oak Harbor Wealth Partners's UNP Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its Union Pacific (UNP) stake by 5.6% in Q1 2026, selling an estimated $36.7K and leaving 2,533 shares worth $615K. The position accounts for 0.14% of the portfolio, ranked #126.

Oak Harbor Wealth Partners first reported a position in UNP in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.21M in Q3 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Oak Harbor Wealth Partners held 2,533 shares of Union Pacific worth $615K as of Q1 2026.
Oak Harbor Wealth Partners sold 150 Union Pacific shares in Q1 2026, an estimated $36.7K.
Union Pacific made up 0.14% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #126 holding.
Oak Harbor Wealth Partners first reported a position in Union Pacific in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's Union Pacific position peaked at $2.21M in Q3 2024.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.