Quotient Wealth Partners’s Union Pacific UNP Stock Holding History

Quotient 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	$765K	Buy	3,154 +144	+5%	+$35.3K	0.02%	144
2025 Q4	$696K	Sell	3,010 -279	-8%	-$63.7K	0.02%	154
2025 Q3	$777K	Buy	3,289 +113	+4%	+$25.5K	0.02%	140
2025 Q2	$731K	Sell	3,176 -905	-22%	-$201K	0.02%	145
2025 Q1	$964K	Sell	4,081 -159	-4%	-$38.3K	0.03%	112
2024 Q4	$967K	Buy	4,240 +21	+0.5%	+$4.97K	0.03%	103
2024 Q3	$1.04M	Buy	4,219 +233	+6%	+$56.5K	0.03%	105
2024 Q2	$902K	Buy	3,986 +772	+24%	+$181K	0.03%	113
2024 Q1	$790K	Sell	3,214 -83	-3%	-$20.4K	0.03%	127
2023 Q4	$810K	Buy	+3,297	New	+$725K	0.03%	138

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Quotient Wealth Partners increased its Union Pacific (UNP) stake by 4.8% in Q1 2026, buying an estimated $35.3K and bringing the position to 3,154 shares worth $765K. The position accounts for 0.02% of the portfolio, ranked #144.

Quotient Wealth Partners first reported a position in UNP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.04M in Q3 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Quotient Wealth Partners held 3,154 shares of Union Pacific worth $765K as of Q1 2026.
Quotient Wealth Partners bought 144 Union Pacific shares in Q1 2026, an estimated $35.3K.
Union Pacific made up 0.02% of Quotient Wealth Partners's portfolio in Q1 2026, its #144 holding.
Quotient Wealth Partners first reported a position in Union Pacific in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Union Pacific position peaked at $1.04M in Q3 2024.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.