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Obermeyer Wealth Partners’s Union Pacific UNP Stock Holding History

Obermeyer 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 		$2.2M Buy
9,053
+177
+2% +$43.3K 0.1% 74
2025
Q4 		$2.05M Sell
8,876
-266
-3% -$60.7K 0.09% 76
2025
Q3 		$2.16M Sell
9,142
-423
-4% -$95.3K 0.1% 72
2025
Q2 		$2.2M Sell
9,565
-364
-4% -$80.8K 0.11% 72
2025
Q1 		$2.35M Sell
9,929
-2,467
-20% -$594K 0.13% 61
2024
Q4 		$2.83M Sell
12,396
-94,662
-88% -$22.4M 0.15% 59
2024
Q3 		$26.4M Sell
107,058
-2,648
-2% -$642K 1.41% 25
2024
Q2 		$24.8M Sell
109,706
-1,663
-1% -$390K 1.42% 24
2024
Q1 		$27.4M Sell
111,369
-572
-0.5% -$141K 1.61% 23
2023
Q4 		$27.5M Sell
111,941
-78,287
-41% -$17.2M 1.88% 20
2023
Q3 		$38.7M Sell
190,228
-2,066
-1% -$450K 2.88% 12
2023
Q2 		$39.3M Sell
192,294
-6,758
-3% -$1.34M 2.83% 11
2023
Q1 		$40.4M Sell
199,052
-4,266
-2% -$865K 3.01% 9
2022
Q4 		$42.1M Sell
203,318
-6,939
-3% -$1.42M 3.18% 8
2022
Q3 		$41M Sell
210,257
-5,823
-3% -$1.29M 3.32% 8
2022
Q2 		$46.1M Buy
216,080
+99
+0% +$22.5K 3.38% 9
2022
Q1 		$59M Buy
215,981
+208
+0.1% +$52.5K 3.53% 7
2021
Q4 		$54.4M Buy
215,773
+4,578
+2% +$1.08M 2.91% 13
2021
Q3 		$41.4M Buy
211,195
+197,339
+1,424% +$42.6M 2.29% 26
2021
Q2 		$3.05M Sell
13,856
-239
-2% -$53.2K 0.17% 48
2021
Q1 		$3.11M Buy
14,095
+5,974
+74% +$1.25M 0.19% 47
2020
Q4 		$1.69M Sell
8,121
-170
-2% -$34K 0.11% 51
2020
Q3 		$1.63M Buy
8,291
+4,718
+132% +$877K 0.12% 50
2020
Q2 		$604K Buy
3,573
+38
+1% +$6.09K 0.05% 66
2020
Q1 		$499K Hold
3,535
– – 0.05% 69
2019
Q4 		$639K Buy
3,535
+30
+0.9% +$5.14K 0.06% 71
2019
Q3 		$568K Sell
3,505
-80
-2% -$13.5K 0.05% 71
2019
Q2 		$606K Hold
3,585
– – 0.05% 71
2019
Q1 		$599K Sell
3,585
-144
-4% -$23.2K 0.06% 69
2018
Q4 		$515K Buy
3,729
+61
+2% +$9.04K 0.05% 72
2018
Q3 		$597K Buy
3,668
+365
+11% +$54.9K 0.05% 68
2018
Q2 		$468K Hold
3,303
– – 0.04% 76
2018
Q1 		$444K Hold
3,303
– – 0.04% 79
2017
Q4 		$443K Buy
3,303
+480
+17% +$57.9K 0.04% 85
2017
Q3 		$327K Hold
2,823
– – 0.03% 91
2017
Q2 		$307K Hold
2,823
– – 0.03% 95
2017
Q1 		$299K Buy
2,823
+50
+2% +$5.33K 0.03% 101
2016
Q4 		$288K Buy
2,773
+433
+19% +$42.6K 0.03% 107
2016
Q3 		$228K Hold
2,340
– – 0.02% 119
2016
Q2 		$204K Buy
+2,340
New +$198K 0.02% 125
2016
Q1 		– Sell
-3,681
Closed -$288K – 131
2015
Q4 		$288K Sell
3,681
-110
-3% -$9.44K 0.03% 100
2015
Q3 		$335K Hold
3,791
– – 0.04% 88
2015
Q2 		$362K Hold
3,791
– – 0.03% 98
2015
Q1 		$411K Sell
3,791
-3
-0.1% -$352 0.03% 98
2014
Q4 		$452K Buy
3,794
+78
+2% +$8.96K 0.04% 98
2014
Q3 		$403K Hold
3,716
– – 0.1% 44
2014
Q2 		$371K Hold
3,716
– – 0.09% 43
2014
Q1 		$349K Buy
3,716
+180
+5% +$16K 0.09% 43
2013
Q4 		$297K Hold
3,536
– – 0.08% 49
2013
Q3 		$275K Hold
3,536
– – 0.08% 48
2013
Q2 		$273K Buy
+3,536
New +$266K 0.08% 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

Obermeyer Wealth Partners's UNP Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Union Pacific (UNP) stake by 2% in Q1 2026, buying an estimated $43.3K and bringing the position to 9,053 shares worth $2.2M. The position accounts for 0.1% of the portfolio, ranked #74.

Obermeyer Wealth Partners first reported a position in UNP in Q2 2013 and has held it in 51 quarters since. The position peaked at $59M in Q1 2022. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Obermeyer Wealth Partners held 9,053 shares of Union Pacific worth $2.2M as of Q1 2026.
  • Obermeyer Wealth Partners bought 177 Union Pacific shares in Q1 2026, an estimated $43.3K.
  • Union Pacific made up 0.1% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #74 holding.
  • Obermeyer Wealth Partners first reported a position in Union Pacific in Q2 2013 and has held it in 51 quarters since.
  • Obermeyer Wealth Partners's Union Pacific position peaked at $59M in Q1 2022.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.