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Robertson Stephens Wealth Management’s Union Pacific UNP Stock Holding History

Robertson Stephens 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 		$3.02M Sell
11,109
-798
-7% -$210K 0.07% 171
2026
Q1 		$2.89M Sell
11,907
-571
-5% -$140K 0.08% 168
2025
Q4 		$2.89M Buy
12,478
+1,109
+10% +$253K 0.08% 171
2025
Q3 		$2.69M Buy
11,369
+735
+7% +$166K 0.08% 155
2025
Q2 		$2.45M Buy
10,634
+2,524
+31% +$560K 0.08% 167
2025
Q1 		$1.92M Buy
8,110
+455
+6% +$110K 0.07% 195
2024
Q4 		$1.75M Buy
7,655
+228
+3% +$54K 0.06% 209
2024
Q3 		$1.83M Buy
7,427
+1,868
+34% +$453K 0.07% 204
2024
Q2 		$1.26M Sell
5,559
-84
-1% -$19.7K 0.06% 193
2024
Q1 		$1.39M Buy
5,643
+825
+17% +$203K 0.07% 191
2023
Q4 		$1.18M Buy
4,818
+546
+13% +$120K 0.07% 205
2023
Q3 		$870K Buy
4,272
+956
+29% +$208K 0.06% 227
2023
Q2 		$678K Buy
3,316
+643
+24% +$128K 0.05% 238
2023
Q1 		$538K Buy
2,673
+103
+4% +$20.9K 0.04% 279
2022
Q4 		$532K Sell
2,570
-125
-5% -$25.6K 0.05% 254
2022
Q3 		$525K Sell
2,695
-365
-12% -$80.8K 0.05% 214
2022
Q2 		$652K Sell
3,060
-1,106
-27% -$252K 0.06% 208
2022
Q1 		$1.14M Buy
4,166
+59
+1% +$14.9K 0.1% 167
2021
Q4 		$1.03M Buy
4,107
+2,948
+254% +$698K 0.09% 180
2021
Q3 		$227K Sell
1,159
-347
-23% -$74.9K 0.03% 287
2021
Q2 		$331K Buy
1,506
+62
+4% +$13.8K 0.04% 254
2021
Q1 		$318K Buy
1,444
+349
+32% +$73.3K 0.05% 226
2020
Q4 		$228K Buy
+1,095
New +$219K 0.05% 220

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

Robertson Stephens Wealth Management's UNP Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Union Pacific (UNP) stake by 6.7% in Q2 2026, selling an estimated $210K and leaving 11,109 shares worth $3.02M. The position accounts for 0.07% of the portfolio, ranked #171.

Robertson Stephens Wealth Management first reported a position in UNP in Q4 2020 and has held it in 23 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Robertson Stephens Wealth Management held 11,109 shares of Union Pacific worth $3.02M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 798 Union Pacific shares in Q2 2026, an estimated $210K.
  • Union Pacific made up 0.07% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Robertson Stephens Wealth Management first reported a position in Union Pacific in Q4 2020 and has held it in 23 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.