Perigon Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.08M | Buy |
8,566
+190
| +2% | +$46.5K | 0.04% | 371 |
|
|
2025
Q4 | $1.94M | Sell |
8,376
-246
| -3% | -$56.2K | 0.03% | 383 |
|
|
2025
Q3 | $2.04M | Buy |
8,622
+157
| +2% | +$35.4K | 0.04% | 353 |
|
|
2025
Q2 | $1.95M | Buy |
8,465
+685
| +9% | +$152K | 0.05% | 337 |
|
|
2025
Q1 | $1.84M | Buy |
7,780
+325
| +4% | +$78.2K | 0.05% | 319 |
|
|
2024
Q4 | $1.75M | Sell |
7,455
-282
| -4% | -$66.8K | 0.04% | 330 |
|
|
2024
Q3 | $1.91M | Sell |
7,737
-123
| -2% | -$29.8K | 0.05% | 298 |
|
|
2024
Q2 | $1.78M | Sell |
7,860
-109
| -1% | -$25.5K | 0.05% | 271 |
|
|
2024
Q1 | $1.96M | Sell |
7,969
-353,674
| -98% | -$87M | 0.06% | 250 |
|
|
2023
Q4 | $88.8M | Buy |
361,643
+1,774
| +0.5% | +$390K | 2.9% | 3 |
|
|
2023
Q3 | $73.3M | Sell |
359,869
-802
| -0.2% | -$175K | 2.97% | 3 |
|
|
2023
Q2 | $73.8M | Sell |
360,671
-521
| -0.1% | -$104K | 2.9% | 3 |
|
|
2023
Q1 | $72.7M | Buy |
361,192
+193
| +0.1% | +$39.1K | 4.13% | 2 |
|
|
2022
Q4 | $74.8M | Buy |
360,999
+199
| +0.1% | +$40.8K | 4.63% | 2 |
|
|
2022
Q3 | $70.3M | Sell |
360,800
-351
| -0.1% | -$77.7K | 6.08% | 2 |
|
|
2022
Q2 | $77M | Sell |
361,151
-1,023
| -0.3% | -$233K | 6.44% | 2 |
|
|
2022
Q1 | $99M | Buy |
362,174
+2,439
| +0.7% | +$616K | 6.99% | 2 |
|
|
2021
Q4 | $90.6M | Buy |
359,735
+422
| +0.1% | +$100K | 6.48% | 2 |
|
|
2021
Q3 | $70.4M | Sell |
359,313
-171
| -0% | -$36.9K | 6.11% | 2 |
|
|
2021
Q2 | $79.1M | Sell |
359,484
-297
| -0.1% | -$66.1K | 7.03% | 2 |
|
|
2021
Q1 | $79.3M | Buy |
359,781
+310
| +0.1% | +$65.1K | 8.09% | 2 |
|
|
2020
Q4 | $74.8M | Buy |
359,471
+398
| +0.1% | +$79.5K | 8.7% | 2 |
|
|
2020
Q3 | $70.7M | Buy |
359,073
+130
| +0% | +$24.2K | 9.88% | 2 |
|
|
2020
Q2 | $60.7M | Sell |
358,943
-79
| -0% | -$12.7K | 9.62% | 1 |
|
|
2020
Q1 | $53.4M | Sell |
359,022
-13
| -0% | -$2.15K | 9.94% | 1 |
|
|
2019
Q4 | $64.4M | Sell |
359,035
-1,122
| -0.3% | -$192K | 13.15% | 1 |
|
|
2019
Q3 | $58.8M | Sell |
360,157
-572
| -0.2% | -$96.2K | 13.8% | 1 |
|
|
2019
Q2 | $61M | Sell |
360,729
-2,717
| -0.7% | -$466K | 14.28% | 1 |
|
|
2019
Q1 | $63.8M | Sell |
363,446
-671
| -0.2% | -$108K | 14.83% | 1 |
|
|
2018
Q4 | $58.6M | Buy |
364,117
+34,855
| +11% | +$5.16M | 14.96% | 1 |
|
|
2018
Q3 | $53.6M | Buy |
329,262
+326,439
| +11,564% | +$49.1M | 13.21% | 1 |
|
|
2018
Q2 | $400K | Buy |
2,823
+2,403
| +572% | +$335K | 0.12% | 151 |
|
|
2018
Q1 | $56K | Buy |
420
+26
| +7% | +$3.5K | 0.02% | 296 |
|
|
2017
Q4 | $53K | Sell |
394
-2,255
| -85% | -$272K | 0.02% | 279 |
|
|
2017
Q3 | $307K | Sell |
2,649
-8,490
| -76% | -$911K | 0.1% | 154 |
|
|
2017
Q2 | $1.21M | Buy |
11,139
+8,650
| +348% | +$943K | 0.26% | 106 |
|
|
2017
Q1 | $264K | Buy |
2,489
+1,846
| +287% | +$197K | 0.06% | 229 |
|
|
2016
Q4 | $70K | Buy |
643
+308
| +92% | +$30.3K | 0.02% | 324 |
|
|
2016
Q3 | $33K | Hold |
335
| – | – | 0.01% | 347 |
|
|
2016
Q2 | $29K | Sell |
335
-1,107
| -77% | -$93.6K | 0.01% | 313 |
|
|
2016
Q1 | $19K | Buy |
+1,442
| New | +$111K | 0.01% | 229 |
|
Other funds holding UNP
VCM
VPM
Perigon Wealth Management's UNP Position: Q1 2026 in Review
Perigon Wealth Management increased its Union Pacific (UNP) stake by 2.3% in Q1 2026, buying an estimated $46.5K and bringing the position to 8,566 shares worth $2.08M. The position accounts for 0.04% of the portfolio, ranked #371.
Perigon Wealth Management first reported a position in UNP in Q1 2016 and has held it in 41 quarters since. The position peaked at $99M in Q1 2022. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.
- Perigon Wealth Management held 8,566 shares of Union Pacific worth $2.08M as of Q1 2026.
- Perigon Wealth Management bought 190 Union Pacific shares in Q1 2026, an estimated $46.5K.
- Union Pacific made up 0.04% of Perigon Wealth Management's portfolio in Q1 2026, its #371 holding.
- Perigon Wealth Management first reported a position in Union Pacific in Q1 2016 and has held it in 41 quarters since.
- Perigon Wealth Management's Union Pacific position peaked at $99M in Q1 2022.
- 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.