Richards, Merrill & Peterson’s Union Pacific UNP Stock Holding History

Richards, Merrill & Peterson’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 Q3	$828K	Sell	3,042 -550	-15%	-$160K	0.25%	96
2026 Q2	$977K	Sell	3,592 -110	-3%	-$28.9K	0.31%	81
2026 Q1	$898K	Sell	3,702 -331	-8%	-$81K	0.33%	76
2025 Q4	$933K	Sell	4,033 -249	-6%	-$56.8K	0.36%	73
2025 Q3	$1.01M	Sell	4,282 -184	-4%	-$41.5K	0.44%	61
2025 Q2	$1.03M	Sell	4,466 -318	-7%	-$70.6K	0.49%	55
2025 Q1	$1.13M	Sell	4,784 -69	-1%	-$16.6K	0.59%	47
2024 Q4	$1.11M	Buy	+4,853	New	+$1.15M	0.58%	46

Other funds holding UNP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Richards, Merrill & Peterson's UNP Position: Q3 2026 in Review

Richards, Merrill & Peterson reduced its Union Pacific (UNP) stake by 15% in Q3 2026, selling an estimated $160K and leaving 3,042 shares worth $828K. The position accounts for 0.25% of the portfolio, ranked #96.

Richards, Merrill & Peterson first reported a position in UNP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q1 2025. 1,985 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Richards, Merrill & Peterson held 3,042 shares of Union Pacific worth $828K as of Q3 2026.
Richards, Merrill & Peterson sold 550 Union Pacific shares in Q3 2026, an estimated $160K.
Union Pacific made up 0.25% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #96 holding.
Richards, Merrill & Peterson first reported a position in Union Pacific in Q4 2024 and has held it in 8 quarters since.
Richards, Merrill & Peterson's Union Pacific position peaked at $1.13M in Q1 2025.
1,985 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.