Ridgecrest Wealth Partners’s Union Pacific UNP Stock Holding History

Ridgecrest 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	$1.01M	Buy	4,157 +46	+1%	+$11.3K	0.56%	38
2025 Q4	$951K	Sell	4,111 -1,400	-25%	-$320K	0.52%	39
2025 Q3	$1.3M	Hold	5,511	–	–	0.59%	34
2025 Q2	$1.27M	Hold	5,511	–	–	0.67%	34
2025 Q1	$1.3M	Hold	5,511	–	–	0.68%	35
2024 Q4	$1.26M	Hold	5,511	–	–	0.68%	30
2024 Q3	$1.36M	Buy	5,511 +250	+5%	+$60.6K	0.71%	29
2024 Q2	$1.19M	Sell	5,261 -10	-0.2%	-$2.34K	0.72%	30
2024 Q1	$1.3M	Buy	5,271 +10	+0.2%	+$2.46K	0.77%	30
2023 Q4	$1.29M	Hold	5,261	–	–	0.85%	28
2023 Q3	$1.07M	Hold	5,261	–	–	0.75%	30
2023 Q2	$1.08M	Hold	5,261	–	–	0.71%	29
2023 Q1	$1.06M	Hold	5,261	–	–	0.75%	31
2022 Q4	$1.09M	Hold	5,261	–	–	0.83%	30
2022 Q3	$1.02M	Hold	5,261	–	–	0.84%	30
2022 Q2	$1.12M	Hold	5,261	–	–	0.82%	31
2022 Q1	$1.44M	Sell	5,261 -100	-2%	-$25.3K	0.91%	31
2021 Q4	$1.35M	Hold	5,361	–	–	0.66%	36
2021 Q3	$1.05M	Sell	5,361 -190	-3%	-$41K	0.57%	42
2021 Q2	$1.22M	Buy	5,551 +190	+4%	+$42.3K	0.76%	34
2021 Q1	$1.18M	Buy	+5,361	New	+$1.13M	1.13%	28

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

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

Ridgecrest Wealth Partners increased its Union Pacific (UNP) stake by 1.1% in Q1 2026, buying an estimated $11.3K and bringing the position to 4,157 shares worth $1.01M. The position accounts for 0.56% of the portfolio, ranked #38.

Ridgecrest Wealth Partners first reported a position in UNP in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.44M in Q1 2022. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Ridgecrest Wealth Partners held 4,157 shares of Union Pacific worth $1.01M as of Q1 2026.
Ridgecrest Wealth Partners bought 46 Union Pacific shares in Q1 2026, an estimated $11.3K.
Union Pacific made up 0.56% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #38 holding.
Ridgecrest Wealth Partners first reported a position in Union Pacific in Q1 2021 and has held it in 21 quarters since.
Ridgecrest Wealth Partners's Union Pacific position peaked at $1.44M in Q1 2022.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.