Simplicity Wealth’s Union Pacific UNP Stock Holding History

Simplicity Wealth’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	$1.84M	Buy	7,588 +335	+5%	+$82K	0.1%	192
2025 Q4	$1.68M	Sell	7,253 -867	-11%	-$198K	0.1%	198
2025 Q3	$1.92M	Sell	8,120 -7,826	-49%	-$1.76M	0.11%	192
2025 Q2	$3.67M	Buy	15,946 +8,046	+102%	+$1.79M	0.15%	140
2025 Q1	$1.87M	Buy	7,900 +5,290	+203%	+$1.27M	0.15%	159
2024 Q4	$595K	Sell	2,610 -3,720	-59%	-$881K	0.12%	141
2024 Q3	$1.56M	Sell	6,330 -15,996	-72%	-$3.88M	0.14%	132
2024 Q2	$5.05M	Buy	22,326 +1,027	+5%	+$241K	0.11%	180
2024 Q1	$5.24M	Buy	21,299 +18,839	+766%	+$4.64M	0.12%	163
2023 Q4	$604K	Buy	+2,460	New	+$541K	0.23%	72

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

Simplicity Wealth's UNP Position: Q1 2026 in Review

Simplicity Wealth increased its Union Pacific (UNP) stake by 4.6% in Q1 2026, buying an estimated $82K and bringing the position to 7,588 shares worth $1.84M. The position accounts for 0.1% of the portfolio, ranked #192.

Simplicity Wealth first reported a position in UNP in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.24M in Q1 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Simplicity Wealth held 7,588 shares of Union Pacific worth $1.84M as of Q1 2026.
Simplicity Wealth bought 335 Union Pacific shares in Q1 2026, an estimated $82K.
Union Pacific made up 0.1% of Simplicity Wealth's portfolio in Q1 2026, its #192 holding.
Simplicity Wealth first reported a position in Union Pacific in Q4 2023 and has held it in 10 quarters since.
Simplicity Wealth's Union Pacific position peaked at $5.24M in Q1 2024.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.