SW
UNP icon

SMART Wealth’s Union Pacific UNP Stock Holding History

SMART 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 		$643K Buy
2,652
+121
+5% +$29.6K 0.19% 120
2025
Q4 		$586K Buy
2,531
+221
+10% +$50.4K 0.18% 106
2025
Q3 		$546K Sell
2,310
-834
-27% -$188K 0.21% 86
2025
Q2 		$723K Buy
3,144
+1,036
+49% +$230K 0.23% 94
2025
Q1 		$498K Sell
2,108
-985
-32% -$237K 0.18% 97
2024
Q4 		$705K Sell
3,093
-614
-17% -$145K 0.25% 93
2024
Q3 		$914K Sell
3,707
-287
-7% -$69.6K 0.36% 60
2024
Q2 		$904K Buy
3,994
+129
+3% +$30.2K 0.37% 59
2024
Q1 		$951K Buy
3,865
+308
+9% +$75.8K 0.43% 48
2023
Q4 		$874K Buy
3,557
+423
+13% +$93K 0.48% 39
2023
Q3 		$638K Buy
3,134
+513
+20% +$112K 0.48% 45
2023
Q2 		$536K Buy
2,621
+997
+61% +$198K 0.4% 45
2023
Q1 		$327K Sell
1,624
-869
-35% -$176K 0.29% 55
2022
Q4 		$516K Buy
+2,493
New +$511K 0.39% 48

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

SMART Wealth's UNP Position: Q1 2026 in Review

SMART Wealth increased its Union Pacific (UNP) stake by 4.8% in Q1 2026, buying an estimated $29.6K and bringing the position to 2,652 shares worth $643K. The position accounts for 0.19% of the portfolio, ranked #120.

SMART Wealth first reported a position in UNP in Q4 2022 and has held it in 14 quarters since. The position peaked at $951K in Q1 2024. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • SMART Wealth held 2,652 shares of Union Pacific worth $643K as of Q1 2026.
  • SMART Wealth bought 121 Union Pacific shares in Q1 2026, an estimated $29.6K.
  • Union Pacific made up 0.19% of SMART Wealth's portfolio in Q1 2026, its #120 holding.
  • SMART Wealth first reported a position in Union Pacific in Q4 2022 and has held it in 14 quarters since.
  • SMART Wealth's Union Pacific position peaked at $951K in Q1 2024.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.