Richard Bernstein Advisors’s Union Pacific UNP Stock Holding History

Richard Bernstein Advisors’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	$1.14M	Hold	4,679	–	–	0.03%	168
2025 Q4	$1.08M	Sell	4,679 -522	-10%	-$119K	0.03%	131
2025 Q3	$1.23M	Sell	5,201 -6,434	-55%	-$1.45M	0.04%	155
2025 Q2	$2.68M	Hold	11,635	–	–	0.07%	155
2025 Q1	$2.75M	Sell	11,635 -553	-5%	-$133K	0.07%	166
2024 Q4	$2.78M	Hold	12,188	–	–	0.06%	175
2024 Q3	$3M	Hold	12,188	–	–	0.06%	167
2024 Q2	$2.76M	Buy	12,188 +3	+0%	+$703	0.06%	170
2024 Q1	$3M	Hold	12,185	–	–	0.06%	165
2023 Q4	$2.99M	Buy	12,185 +9	+0.1%	+$1.98K	0.07%	141
2023 Q3	$2.48M	Buy	12,176 +1,711	+16%	+$373K	0.06%	168
2023 Q2	$2.14M	Hold	10,465	–	–	0.05%	148
2023 Q1	$2.11M	Hold	10,465	–	–	0.04%	156
2022 Q4	$2.17M	Sell	10,465 -32,332	-76%	-$6.63M	0.05%	155
2022 Q3	$8.34M	Sell	42,797 -3,936	-8%	-$871K	0.21%	44
2022 Q2	$9.97M	Buy	46,733 +14	+0%	+$3.19K	0.22%	48
2022 Q1	$12.8M	Hold	46,719	–	–	0.25%	47
2021 Q4	$11.8M	Hold	46,719	–	–	0.23%	50
2021 Q3	$9.16M	Buy	46,719 +2,300	+5%	+$497K	0.18%	49
2021 Q2	$9.77M	Hold	44,419	–	–	0.2%	47
2021 Q1	$9.79M	Buy	44,419 +1,493	+3%	+$313K	0.22%	40
2020 Q4	$8.94M	Sell	42,926 -3,880	-8%	-$775K	0.22%	41
2020 Q3	$9.21M	Hold	46,806	–	–	0.26%	34
2020 Q2	$7.91M	Buy	46,806 +41,215	+737%	+$6.61M	0.25%	38
2020 Q1	$788K	Hold	5,591	–	–	0.03%	173
2019 Q4	$1.01M	Hold	5,591	–	–	0.03%	196
2019 Q3	$905K	Hold	5,591	–	–	0.03%	206
2019 Q2	$945K	Sell	5,591 -49,741	-90%	-$8.52M	0.03%	204
2019 Q1	$9.25M	Hold	55,332	–	–	0.3%	38
2018 Q4	$7.65M	Hold	55,332	–	–	0.28%	52
2018 Q3	$9.01M	Hold	55,332	–	–	0.26%	61
2018 Q2	$7.84M	Buy	55,332 +1,848	+3%	+$258K	0.25%	62
2018 Q1	$7.19M	Hold	53,484	–	–	0.26%	68
2017 Q4	$7.17M	Buy	53,484 +3,743	+8%	+$451K	0.31%	67
2017 Q3	$5.77M	Hold	49,741	–	–	0.4%	74
2017 Q2	$5.42M	Hold	49,741	–	–	0.41%	73
2017 Q1	$5.27M	Hold	49,741	–	–	0.41%	79
2016 Q4	$5.16M	Hold	49,741	–	–	0.43%	77
2016 Q3	$4.85M	Hold	49,741	–	–	0.46%	60
2016 Q2	$4.34M	Hold	49,741	–	–	0.41%	55
2016 Q1	$3.96M	Hold	49,741	–	–	0.4%	56
2015 Q4	$3.89M	Hold	49,741	–	–	0.5%	77
2015 Q3	$4.4M	Hold	49,741	–	–	0.6%	57
2015 Q2	$4.74M	Sell	49,741 -13,801	-22%	-$1.44M	0.57%	63
2015 Q1	$6.88M	Hold	63,542	–	–	0.9%	25
2014 Q4	$7.57M	Hold	63,542	–	–	0.78%	21
2014 Q3	$6.89M	Hold	63,542	–	–	0.73%	23
2014 Q2	$6.34M	Hold	63,542	–	–	0.75%	21
2014 Q1	$5.96M	Buy	63,542 +19,040	+43%	+$1.69M	0.85%	21
2013 Q4	$3.74M	Buy	44,502 +3,154	+8%	+$250K	0.76%	23
2013 Q3	$3.21M	Hold	41,348	–	–	0.95%	14
2013 Q2	$3.19M	Buy	+41,348	New	+$3.12M	1.05%	12

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

Richard Bernstein Advisors's UNP Position: Q1 2026 in Review

Richard Bernstein Advisors held its Union Pacific (UNP) position steady in Q1 2026 at 4,679 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #168.

Richard Bernstein Advisors first reported a position in UNP in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.8M in Q1 2022. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Richard Bernstein Advisors held 4,679 shares of Union Pacific worth $1.14M as of Q1 2026.
Richard Bernstein Advisors left its Union Pacific share count unchanged in Q1 2026.
Union Pacific made up 0.03% of Richard Bernstein Advisors's portfolio in Q1 2026, its #168 holding.
Richard Bernstein Advisors first reported a position in Union Pacific in Q2 2013 and has held it in 52 quarters since.
Richard Bernstein Advisors's Union Pacific position peaked at $12.8M in Q1 2022.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.