Oxler Private Wealth
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Oxler Private Wealth’s Union Pacific UNP Stock Holding History

Oxler Private 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
Q3 		$1.3M Buy
4,793
+23
+0.5% +$6.69K 0.35% 36
2026
Q2 		$1.3M Buy
4,770
+22
+0.5% +$5.78K 0.37% 35
2026
Q1 		$1.15M Buy
4,748
+25
+0.5% +$6.12K 0.36% 37
2025
Q4 		$1.09M Buy
4,723
+26
+0.6% +$5.94K 0.32% 40
2025
Q3 		$1.11M Buy
4,697
+7
+0.1% +$1.58K 0.32% 38
2025
Q2 		$1.08M Buy
4,690
+25
+0.5% +$5.55K 0.34% 40
2025
Q1 		$1.1M Sell
4,665
-101
-2% -$24.3K 0.39% 41
2024
Q4 		$1.09M Sell
4,766
-79
-2% -$18.7K 0.36% 43
2024
Q3 		$1.19M Buy
4,845
+23
+0.5% +$5.58K 0.42% 39
2024
Q2 		$1.09M Buy
4,822
+25
+0.5% +$5.86K 0.4% 40
2024
Q1 		$1.18M Buy
+4,797
New +$1.18M 0.46% 40
2023
Q4 		– Sell
-4,750
Closed -$968K – 92
2023
Q3 		$968K Buy
4,750
+25
+0.5% +$5.44K 0.49% 45
2023
Q2 		$967K Sell
4,725
-122
-3% -$24.3K 0.46% 46
2023
Q1 		$976K Buy
4,847
+31
+0.6% +$6.28K 0.48% 48
2022
Q4 		$997K Buy
4,816
+30
+0.6% +$6.15K 0.54% 49
2022
Q3 		$933K Buy
4,786
+29
+0.6% +$6.42K 0.52% 48
2022
Q2 		$1.01M Buy
4,757
+28
+0.6% +$6.37K 0.49% 51
2022
Q1 		$1.29M Buy
4,729
+20
+0.4% +$5.05K 0.58% 50
2021
Q4 		$1.19M Sell
4,709
-79
-2% -$18.7K 0.49% 56
2021
Q3 		$938K Hold
4,788
– – 0.41% 67
2021
Q2 		$1.05M Sell
4,788
-50
-1% -$11.1K 0.46% 61
2021
Q1 		$1.07M Buy
4,838
+148
+3% +$31.1K 0.54% 53
2020
Q4 		$974K Buy
+4,690
New +$937K 0.55% 38

Other funds holding UNP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Oxler Private Wealth's UNP Position: Q3 2026 in Review

Oxler Private Wealth increased its Union Pacific (UNP) stake by 0.48% in Q3 2026, buying an estimated $6.69K and bringing the position to 4,793 shares worth $1.3M. The position accounts for 0.35% of the portfolio, ranked #36.

Oxler Private Wealth first reported a position in UNP in Q4 2020 and has held it in 23 quarters since. 1,741 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Oxler Private Wealth held 4,793 shares of Union Pacific worth $1.3M as of Q3 2026.
  • Oxler Private Wealth bought 23 Union Pacific shares in Q3 2026, an estimated $6.69K.
  • Union Pacific made up 0.35% of Oxler Private Wealth's portfolio in Q3 2026, its #36 holding.
  • Oxler Private Wealth first reported a position in Union Pacific in Q4 2020 and has held it in 23 quarters since.
  • 1,741 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.