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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Richards, Merrill & Peterson's UNP Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Union Pacific (UNP) stake by 3% in Q2 2026, selling an estimated $28.9K and leaving 3,592 shares worth $977K. The position accounts for 0.31% of the portfolio, ranked #81.

Richards, Merrill & Peterson first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q1 2025. 1,091 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Richards, Merrill & Peterson held 3,592 shares of Union Pacific worth $977K as of Q2 2026.
  • Richards, Merrill & Peterson sold 110 Union Pacific shares in Q2 2026, an estimated $28.9K.
  • Union Pacific made up 0.31% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #81 holding.
  • Richards, Merrill & Peterson first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
  • Richards, Merrill & Peterson's Union Pacific position peaked at $1.13M in Q1 2025.
  • 1,091 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.