Pasadena Private Wealth’s Union Pacific UNP Stock Holding History

Pasadena 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 Q1	–	Sell	-950	Closed	-$220K	–	298
2025 Q4	$220K	Sell	950 -50	-5%	-$11.4K	0.03%	206
2025 Q3	$236K	Hold	1,000	–	–	0.03%	181
2025 Q2	$230K	Hold	1,000	–	–	0.04%	171
2025 Q1	$236K	Hold	1,000	–	–	0.05%	163
2024 Q4	$228K	Hold	1,000	–	–	0.05%	131
2024 Q3	$246K	Hold	1,000	–	–	0.05%	124
2024 Q2	$226K	Hold	1,000	–	–	0.05%	131
2024 Q1	$246K	Hold	1,000	–	–	0.06%	123
2023 Q4	$246K	Hold	1,000	–	–	0.06%	124
2023 Q3	$204K	Hold	1,000	–	–	0.06%	86
2023 Q2	$205K	Hold	1,000	–	–	0.06%	94
2023 Q1	$201K	Hold	1,000	–	–	0.06%	90
2022 Q4	$207K	Buy	+1,000	New	+$205K	0.06%	89
2022 Q3	–	Sell	-1,000	Closed	-$213K	–	114
2022 Q2	$213K	Hold	1,000	–	–	0.07%	73
2022 Q1	$273K	Hold	1,000	–	–	0.09%	67
2021 Q4	$252K	Buy	+1,000	New	+$237K	0.08%	87

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pasadena Private Wealth's UNP Position: Q1 2026 in Review

Pasadena Private Wealth sold out of Union Pacific (UNP) in Q1 2026, closing a stake of 950 shares — an estimated $220K sold.

Pasadena Private Wealth first reported a position in UNP in Q4 2021 and held it in 16 quarters. The position peaked at $273K in Q1 2022. 2,784 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Pasadena Private Wealth reported no remaining Union Pacific position as of Q1 2026 after selling out during the quarter.
Pasadena Private Wealth sold 950 Union Pacific shares in Q1 2026, an estimated $220K.
Pasadena Private Wealth first reported a position in Union Pacific in Q4 2021 and held it in 16 quarters.
Pasadena Private Wealth's Union Pacific position peaked at $273K in Q1 2022.
2,784 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Pasadena Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.