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RKL Wealth Management’s Union Pacific UNP Stock Holding History

RKL 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
Q1 		$3.5M Sell
14,437
-199
-1% -$48.7K 0.32% 42
2025
Q4 		$3.39M Sell
14,636
-250
-2% -$57.1K 0.28% 49
2025
Q3 		$3.52M Sell
14,886
-2,193
-13% -$494K 0.3% 48
2025
Q2 		$3.93M Sell
17,079
-1,060
-6% -$235K 0.35% 44
2025
Q1 		$4.29M Sell
18,139
-222
-1% -$53.4K 0.4% 40
2024
Q4 		$4.19M Sell
18,361
-1,684
-8% -$399K 0.37% 42
2024
Q3 		$4.94M Sell
20,045
-16
-0.1% -$3.88K 0.45% 34
2024
Q2 		$4.54M Sell
20,061
-733
-4% -$172K 0.44% 35
2024
Q1 		$5.11M Sell
20,794
-312
-1% -$76.8K 0.51% 33
2023
Q4 		$5.18M Sell
21,106
-411
-2% -$90.4K 0.56% 32
2023
Q3 		$4.38M Sell
21,517
-1,431
-6% -$312K 0.54% 32
2023
Q2 		$4.7M Sell
22,948
-433
-2% -$86.1K 0.56% 32
2023
Q1 		$4.71M Sell
23,381
-760
-3% -$154K 0.59% 31
2022
Q4 		$5M Sell
24,141
-2
-0% -$410 0.67% 32
2022
Q3 		$4.7M Buy
24,143
+187
+0.8% +$41.4K 0.68% 31
2022
Q2 		$5.11M Buy
23,956
+103
+0.4% +$23.4K 0.7% 30
2022
Q1 		$6.52M Sell
23,853
-192
-0.8% -$48.5K 0.78% 29
2021
Q4 		$6.06M Sell
24,045
-492
-2% -$117K 0.72% 30
2021
Q3 		$4.81M Sell
24,537
-1,079
-4% -$233K 0.61% 31
2021
Q2 		$5.63M Sell
25,616
-349
-1% -$77.7K 0.71% 31
2021
Q1 		$5.72M Sell
25,965
-236
-0.9% -$49.6K 0.77% 30
2020
Q4 		$5.46M Sell
26,201
-399
-2% -$79.7K 0.76% 31
2020
Q3 		$5.24M Sell
26,600
-162
-0.6% -$30.1K 0.83% 30
2020
Q2 		$4.53M Sell
26,762
-427
-2% -$68.4K 0.78% 32
2020
Q1 		$3.83M Sell
27,189
-1,097
-4% -$181K 0.8% 33
2019
Q4 		$5.11M Sell
28,286
-1,963
-6% -$336K 0.92% 30
2019
Q3 		$4.9M Sell
30,249
-1,137
-4% -$191K 0.93% 30
2019
Q2 		$5.31M Sell
31,386
-328
-1% -$56.2K 0.98% 30
2019
Q1 		$5.31M Sell
31,714
-726
-2% -$117K 1.04% 25
2018
Q4 		$4.49M Sell
32,440
-1,274
-4% -$189K 1.04% 27
2018
Q3 		$5.49M Sell
33,714
-938
-3% -$141K 1.17% 22
2018
Q2 		$4.91M Sell
34,652
-1,042
-3% -$145K 1.11% 24
2018
Q1 		$4.79M Sell
35,694
-3,970
-10% -$534K 1.13% 23
2017
Q4 		$5.31M Sell
39,664
-4,279
-10% -$516K 1.31% 22
2017
Q3 		$5.1M Sell
43,943
-5,242
-11% -$562K 1.43% 21
2017
Q2 		$5.36M Sell
49,185
-8,272
-14% -$902K 1.7% 15
2017
Q1 		$6.08M Sell
57,457
-8,436
-13% -$900K 2.45% 12
2016
Q4 		$6.83M Sell
65,893
-4,296
-6% -$422K 3.29% 4
2016
Q3 		$6.84M Sell
70,189
-4,178
-6% -$391K 3.45% 7
2016
Q2 		$6.22M Buy
74,367
+5,330
+8% +$451K 3.24% 9
2016
Q1 		$5.49M Sell
69,037
-661
-0.9% -$51.1K 3.15% 16
2015
Q4 		$5.45K Sell
69,698
-376
-0.5% -$32.3K 2.53% 17
2015
Q3 		$6.2M Sell
70,074
-2,399
-3% -$219K 3.91% 8
2015
Q2 		$6.91M Sell
72,473
-1,009
-1% -$105K 4.15% 6
2015
Q1 		$7.96M Buy
73,482
+690
+0.9% +$81K 4.82% 4
2014
Q4 		$8.67M Buy
72,792
+922
+1% +$106K 5.65% 2
2014
Q3 		$7.79M Buy
71,870
+675
+0.9% +$69.9K 5.44% 3
2014
Q2 		$7.1M Buy
71,195
+1,755
+3% +$170K 5.2% 4
2014
Q1 		$6.52M Buy
+69,440
New +$6.17M 4.93% 4

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

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

RKL Wealth Management reduced its Union Pacific (UNP) stake by 1.4% in Q1 2026, selling an estimated $48.7K and leaving 14,437 shares worth $3.5M. The position accounts for 0.32% of the portfolio, ranked #42.

RKL Wealth Management first reported a position in UNP in Q1 2014 and has held it in 49 quarters since. The position peaked at $8.67M in Q4 2014. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • RKL Wealth Management held 14,437 shares of Union Pacific worth $3.5M as of Q1 2026.
  • RKL Wealth Management sold 199 Union Pacific shares in Q1 2026, an estimated $48.7K.
  • Union Pacific made up 0.32% of RKL Wealth Management's portfolio in Q1 2026, its #42 holding.
  • RKL Wealth Management first reported a position in Union Pacific in Q1 2014 and has held it in 49 quarters since.
  • RKL Wealth Management's Union Pacific position peaked at $8.67M in Q4 2014.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.