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Ritholtz Wealth Management’s Union Pacific UNP Stock Holding History

Ritholtz Wealth Management’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 		$9.06M Buy
33,317
+1,665
+5% +$437K 0.14% 93
2026
Q1 		$7.68M Buy
31,652
+1,724
+6% +$422K 0.13% 92
2025
Q4 		$6.92M Sell
29,928
-2,932
-9% -$669K 0.13% 93
2025
Q3 		$7.77M Buy
32,860
+6,153
+23% +$1.39M 0.15% 76
2025
Q2 		$6.14M Sell
26,707
-9,567
-26% -$2.12M 0.14% 84
2025
Q1 		$8.57M Buy
36,274
+5,291
+17% +$1.27M 0.26% 53
2024
Q4 		$7.07M Buy
30,983
+8,372
+37% +$1.98M 0.21% 59
2024
Q3 		$5.57M Sell
22,611
-1,381
-6% -$335K 0.17% 74
2024
Q2 		$5.43M Buy
23,992
+1,364
+6% +$320K 0.18% 67
2024
Q1 		$5.56M Buy
22,628
+564
+3% +$139K 0.19% 65
2023
Q4 		$5.42M Buy
22,064
+608
+3% +$134K 0.21% 56
2023
Q3 		$4.37M Buy
21,456
+460
+2% +$100K 0.2% 67
2023
Q2 		$4.3M Sell
20,996
-4,206
-17% -$836K 0.19% 66
2023
Q1 		$5.07M Buy
25,202
+2,130
+9% +$432K 0.25% 53
2022
Q4 		$4.78M Buy
23,072
+6,452
+39% +$1.32M 0.27% 60
2022
Q3 		$3.24M Buy
16,620
+8,304
+100% +$1.84M 0.17% 79
2022
Q2 		$1.77M Buy
8,316
+238
+3% +$54.2K 0.11% 109
2022
Q1 		$2.21M Buy
8,078
+2,075
+35% +$524K 0.15% 82
2021
Q4 		$1.51M Buy
6,003
+1,575
+36% +$373K 0.09% 107
2021
Q3 		$868K Sell
4,428
-559
-11% -$121K 0.06% 167
2021
Q2 		$1.1M Buy
4,987
+1,060
+27% +$236K 0.08% 124
2021
Q1 		$865K Buy
3,927
+1,012
+35% +$212K 0.07% 128
2020
Q4 		$607K Buy
2,915
+198
+7% +$39.5K 0.06% 135
2020
Q3 		$535K Buy
2,717
+609
+29% +$113K 0.06% 123
2020
Q2 		$356K Buy
+2,108
New +$338K 0.05% 150
2020
Q1 		– Sell
-1,235
Closed -$223K – 203
2019
Q4 		$223K Buy
+1,235
New +$211K 0.03% 127

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ritholtz Wealth Management's UNP Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Union Pacific (UNP) stake by 5.3% in Q2 2026, buying an estimated $437K and bringing the position to 33,317 shares worth $9.06M. The position accounts for 0.14% of the portfolio, ranked #93.

Ritholtz Wealth Management first reported a position in UNP in Q4 2019 and has held it in 26 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Ritholtz Wealth Management held 33,317 shares of Union Pacific worth $9.06M as of Q2 2026.
  • Ritholtz Wealth Management bought 1,665 Union Pacific shares in Q2 2026, an estimated $437K.
  • Union Pacific made up 0.14% of Ritholtz Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Ritholtz Wealth Management first reported a position in Union Pacific in Q4 2019 and has held it in 26 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.