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Principle Wealth Partners’s Union Pacific UNP Stock Holding History

Principle 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 		$1.46M Sell
6,004
-49
-0.8% -$12K 0.08% 147
2025
Q4 		$1.4M Buy
6,053
+57
+1% +$13K 0.08% 147
2025
Q3 		$1.42M Sell
5,996
-57
-0.9% -$12.8K 0.08% 140
2025
Q2 		$1.39M Sell
6,053
-107
-2% -$23.8K 0.09% 134
2025
Q1 		$1.46M Hold
6,160
– – 0.1% 134
2024
Q4 		$1.4M Sell
6,160
-180
-3% -$42.6K 0.1% 134
2024
Q3 		$1.56M Buy
6,340
+107
+2% +$25.9K 0.11% 131
2024
Q2 		$1.41M Sell
6,233
-310
-5% -$72.7K 0.11% 135
2024
Q1 		$1.61M Sell
6,543
-120
-2% -$29.5K 0.13% 132
2023
Q4 		$1.64M Buy
6,663
+9
+0.1% +$1.98K 0.14% 124
2023
Q3 		$1.35M Buy
6,654
+151
+2% +$32.9K 0.14% 129
2023
Q2 		$1.33M Sell
6,503
-15
-0.2% -$2.98K 0.13% 123
2023
Q1 		$1.31M Buy
6,518
+489
+8% +$99.1K 0.14% 118
2022
Q4 		$1.25M Buy
6,029
+132
+2% +$27.1K 0.14% 113
2022
Q3 		$1.15K Buy
5,897
+210
+4% +$46.5K 0.11% 112
2022
Q2 		$1.21M Hold
5,687
– – 0.15% 115
2022
Q1 		$1.55M Sell
5,687
-200
-3% -$50.5K 0.16% 107
2021
Q4 		$1.48M Sell
5,887
-69
-1% -$16.3K 0.16% 107
2021
Q3 		$1.17M Buy
5,956
+100
+2% +$21.6K 0.13% 119
2021
Q2 		$1.29M Buy
5,856
+100
+2% +$22.3K 0.15% 115
2021
Q1 		$1.27M Buy
5,756
+1,561
+37% +$328K 0.15% 114
2020
Q4 		$873K Buy
4,195
+1,607
+62% +$321K 0.12% 128
2020
Q3 		$509K Sell
2,588
-60
-2% -$11.2K 0.14% 86
2020
Q2 		$448K Hold
2,648
– – 0.13% 91
2020
Q1 		$373K Hold
2,648
– – 0.14% 98
2019
Q4 		$479K Hold
2,648
– – 0.15% 104
2019
Q3 		$429K Buy
+2,648
New +$445K 0.15% 105
2019
Q1 		– Sell
-1,840
Closed -$254K – 133
2018
Q4 		$254K Buy
+1,840
New +$273K 0.21% 91

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

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

Principle Wealth Partners reduced its Union Pacific (UNP) stake by 0.81% in Q1 2026, selling an estimated $12K and leaving 6,004 shares worth $1.46M. The position accounts for 0.08% of the portfolio, ranked #147.

Principle Wealth Partners first reported a position in UNP in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.64M in Q4 2023. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Principle Wealth Partners held 6,004 shares of Union Pacific worth $1.46M as of Q1 2026.
  • Principle Wealth Partners sold 49 Union Pacific shares in Q1 2026, an estimated $12K.
  • Union Pacific made up 0.08% of Principle Wealth Partners's portfolio in Q1 2026, its #147 holding.
  • Principle Wealth Partners first reported a position in Union Pacific in Q4 2018 and has held it in 28 quarters since.
  • Principle Wealth Partners's Union Pacific position peaked at $1.64M in Q4 2023.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

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