RFP
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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
Q1 		$274K Sell
1,131
-40
-3% -$9.79K 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

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

Root Financial Partners's UNP Position: Q1 2026 in Review

Root Financial Partners reduced its Union Pacific (UNP) stake by 3.4% in Q1 2026, selling an estimated $9.79K and leaving 1,131 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #269.

Root Financial Partners first reported a position in UNP in Q3 2025 and has held it in 3 quarters since. The position peaked at $304K in Q3 2025. 2,763 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Root Financial Partners held 1,131 shares of Union Pacific worth $274K as of Q1 2026.
  • Root Financial Partners sold 40 Union Pacific shares in Q1 2026, an estimated $9.79K.
  • Union Pacific made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #269 holding.
  • Root Financial Partners first reported a position in Union Pacific in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Union Pacific position peaked at $304K in Q3 2025.
  • 2,763 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.