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SIMA Wealth Partners’s Union Pacific UNP Stock Holding History

SIMA 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 		– Sell
-170
Closed -$39.3K – 133
2025
Q4 		$39.3K Hold
170
– – 0.03% 84
2025
Q3 		$40.2K Hold
170
– – 0.03% 85
2025
Q2 		$39.1K Sell
170
-60
-26% -$13.3K 0.03% 82
2025
Q1 		$54.3K Sell
230
-318
-58% -$76.5K 0.05% 84
2024
Q4 		$125K Sell
548
-22
-4% -$5.21K 0.11% 59
2024
Q3 		$140K Hold
570
– – 0.12% 56
2024
Q2 		$129K Buy
+570
New +$134K 0.12% 58

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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

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

SIMA Wealth Partners sold out of Union Pacific (UNP) in Q1 2026, closing a stake of 170 shares — an estimated $39.3K sold.

SIMA Wealth Partners first reported a position in UNP in Q2 2024 and held it in 7 quarters. The position peaked at $140K in Q3 2024. 2,783 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • SIMA Wealth Partners reported no remaining Union Pacific position as of Q1 2026 after selling out during the quarter.
  • SIMA Wealth Partners sold 170 Union Pacific shares in Q1 2026, an estimated $39.3K.
  • SIMA Wealth Partners first reported a position in Union Pacific in Q2 2024 and held it in 7 quarters.
  • SIMA Wealth Partners's Union Pacific position peaked at $140K in Q3 2024.
  • 2,783 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on SIMA Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.