Schrum Private Wealth Management’s Union Pacific UNP Stock Holding History

Schrum Private 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	$425K	Buy	1,750 +50	+3%	+$12.2K	0.32%	78
2025 Q4	$393K	Sell	1,700 -100	-6%	-$22.8K	0.29%	80
2025 Q3	$425K	Hold	1,800	–	–	0.31%	79
2025 Q2	$414K	Hold	1,800	–	–	0.33%	76
2025 Q1	$425K	Hold	1,800	–	–	0.37%	68
2024 Q4	$410K	Sell	1,800 -400	-18%	-$94.7K	0.35%	72
2024 Q3	$542K	Buy	2,200 +400	+22%	+$97K	0.28%	87
2024 Q2	$407K	Hold	1,800	–	–	0.37%	69
2024 Q1	$443K	Buy	1,800 +700	+64%	+$172K	0.4%	66
2023 Q4	$270K	Sell	1,100 -700	-39%	-$154K	0.38%	67
2023 Q3	$367K	Hold	1,800	–	–	0.42%	63
2023 Q2	$368K	Hold	1,800	–	–	0.4%	64
2023 Q1	$362K	Sell	1,800 -100	-5%	-$20.3K	0.42%	66
2022 Q4	$393K	Hold	1,900	–	–	0.47%	61
2022 Q3	$371K	Hold	1,900	–	–	0.47%	62
2022 Q2	$405K	Hold	1,900	–	–	0.46%	64
2022 Q1	$471K	Hold	1,900	–	–	0.47%	64
2021 Q4	$478K	Buy	+1,900	New	+$450K	0.44%	65

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Schrum Private Wealth Management's UNP Position: Q1 2026 in Review

Schrum Private Wealth Management increased its Union Pacific (UNP) stake by 2.9% in Q1 2026, buying an estimated $12.2K and bringing the position to 1,750 shares worth $425K. The position accounts for 0.32% of the portfolio, ranked #78.

Schrum Private Wealth Management first reported a position in UNP in Q4 2021 and has held it in 18 quarters since. The position peaked at $542K in Q3 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Schrum Private Wealth Management held 1,750 shares of Union Pacific worth $425K as of Q1 2026.
Schrum Private Wealth Management bought 50 Union Pacific shares in Q1 2026, an estimated $12.2K.
Union Pacific made up 0.32% of Schrum Private Wealth Management's portfolio in Q1 2026, its #78 holding.
Schrum Private Wealth Management first reported a position in Union Pacific in Q4 2021 and has held it in 18 quarters since.
Schrum Private Wealth Management's Union Pacific position peaked at $542K in Q3 2024.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.