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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
2021
Q4 		– Sell
-600
Closed -$11K – 587
2021
Q3 		$11K Sell
600
-1,100
-65% -$238K ﹤0.01% 512
2021
Q2 		$53K Buy
1,700
+700
+70% +$156K ﹤0.01% 510
2021
Q1 		$36K Buy
1,000
+800
+400% +$168K ﹤0.01% 457
2020
Q4 		$7K Buy
+200
New +$39.9K ﹤0.01% 410

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ritholtz Wealth Management's UNP Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Union Pacific (UNP) stake by 5.8% in Q1 2026, buying an estimated $422K and bringing the position to 31,652 shares worth $7.68M. The position accounts for 0.13% of the portfolio, ranked #92.

Ritholtz Wealth Management first reported a position in UNP in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.57M in Q1 2025. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Ritholtz Wealth Management held 31,652 shares of Union Pacific worth $7.68M as of Q1 2026.
  • Ritholtz Wealth Management bought 1,724 Union Pacific shares in Q1 2026, an estimated $422K.
  • Union Pacific made up 0.13% of Ritholtz Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Ritholtz Wealth Management first reported a position in Union Pacific in Q4 2019 and has held it in 25 quarters since.
  • Ritholtz Wealth Management's Union Pacific position peaked at $8.57M in Q1 2025.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.