SWP
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Sagespring Wealth Partners’s Union Pacific UNP Stock Holding History

Sagespring Wealth 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 		$3.59M Buy
14,796
+1,979
+15% +$485K 0.07% 143
2025
Q4 		$2.96M Buy
12,817
+1,057
+9% +$241K 0.05% 155
2025
Q3 		$2.78M Sell
11,760
-565
-5% -$127K 0.05% 151
2025
Q2 		$2.84M Sell
12,325
-324
-3% -$71.9K 0.06% 146
2025
Q1 		$2.99M Buy
12,649
+1,424
+13% +$343K 0.08% 129
2024
Q4 		$2.56M Buy
+11,225
New +$2.66M 0.07% 121

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

Sagespring Wealth Partners's UNP Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Union Pacific (UNP) stake by 15% in Q1 2026, buying an estimated $485K and bringing the position to 14,796 shares worth $3.59M. The position accounts for 0.07% of the portfolio, ranked #143.

Sagespring Wealth Partners first reported a position in UNP in Q4 2024 and has held it in 6 quarters since. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Sagespring Wealth Partners held 14,796 shares of Union Pacific worth $3.59M as of Q1 2026.
  • Sagespring Wealth Partners bought 1,979 Union Pacific shares in Q1 2026, an estimated $485K.
  • Union Pacific made up 0.07% of Sagespring Wealth Partners's portfolio in Q1 2026, its #143 holding.
  • Sagespring Wealth Partners first reported a position in Union Pacific in Q4 2024 and has held it in 6 quarters since.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.