Root Financial Partners
UNP icon

Root Financial Partners’s Union Pacific UNP Stock Holding History

Root Financial 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
Q3 		$429K Buy
1,577
+197
+14% +$57.3K 0.01% 249
2026
Q2 		$375K Buy
1,380
+249
+22% +$65.4K 0.01% 241
2026
Q1 		$274K Sell
1,131
-40
-3% -$9.8K 0.01% 269
2025
Q4 		$271K Sell
1,171
-116
-9% -$26.5K 0.01% 245
2025
Q3 		$304K Buy
+1,287
New +$290K 0.02% 211

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Perpetual Ltd
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Assenagon Asset Management
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Vontobel Holding
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Parnassus Investments
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UniSuper Management
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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Root Financial Partners's UNP Position: Q3 2026 in Review

Root Financial Partners increased its Union Pacific (UNP) stake by 14% in Q3 2026, buying an estimated $57.3K and bringing the position to 1,577 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #249.

Root Financial Partners first reported a position in UNP in Q3 2025 and has held it in 5 quarters since. 1,243 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Root Financial Partners held 1,577 shares of Union Pacific worth $429K as of Q3 2026.
  • Root Financial Partners bought 197 Union Pacific shares in Q3 2026, an estimated $57.3K.
  • Union Pacific made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #249 holding.
  • Root Financial Partners first reported a position in Union Pacific in Q3 2025 and has held it in 5 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.