Tower View Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.1M | Sell |
4,530
-1,037
| -19% | -$254K | 0.56% | 45 |
|
|
2025
Q4 | $1.29M | Sell |
5,567
-1,923
| -26% | -$439K | 0.64% | 41 |
|
|
2025
Q3 | $1.77M | Sell |
7,490
-194
| -3% | -$43.7K | 0.92% | 34 |
|
|
2025
Q2 | $1.77M | Sell |
7,684
-430
| -5% | -$95.5K | 0.92% | 36 |
|
|
2025
Q1 | $1.92M | Sell |
8,114
-9,066
| -53% | -$2.18M | 1.12% | 36 |
|
|
2024
Q4 | $3.92M | Sell |
17,180
-2,321
| -12% | -$549K | 2.07% | 20 |
|
|
2024
Q3 | $4.81M | Sell |
19,501
-243
| -1% | -$58.9K | 2.63% | 13 |
|
|
2024
Q2 | $4.47M | Buy |
19,744
+363
| +2% | +$85.1K | 2.56% | 17 |
|
|
2024
Q1 | $4.77M | Sell |
19,381
-41
| -0.2% | -$10.1K | 2.79% | 11 |
|
|
2023
Q4 | $4.77M | Buy |
19,422
+254
| +1% | +$55.8K | 2.96% | 9 |
|
|
2023
Q3 | $3.9M | Buy |
19,168
+1,967
| +11% | +$428K | 2.74% | 12 |
|
|
2023
Q2 | $3.52M | Sell |
17,201
-624
| -4% | -$124K | 2.39% | 20 |
|
|
2023
Q1 | $3.59M | Buy |
17,825
+192
| +1% | +$38.9K | 2.41% | 18 |
|
|
2022
Q4 | $3.65M | Buy |
17,633
+115
| +0.7% | +$23.6K | 2.54% | 13 |
|
|
2022
Q3 | $3.41M | Buy |
17,518
+278
| +2% | +$61.5K | 2.6% | 12 |
|
|
2022
Q2 | $3.68M | Sell |
17,240
-335
| -2% | -$76.2K | 2.7% | 11 |
|
|
2022
Q1 | $4.8M | Buy |
17,575
+158
| +0.9% | +$39.9K | 2.58% | 9 |
|
|
2021
Q4 | $4.39M | Buy |
17,417
+335
| +2% | +$79.3K | 2.24% | 18 |
|
|
2021
Q3 | $3.35M | Buy |
17,082
+862
| +5% | +$186K | 1.86% | 24 |
|
|
2021
Q2 | $3.57M | Buy |
16,220
+325
| +2% | +$72.4K | 1.81% | 24 |
|
|
2021
Q1 | $3.5M | Buy |
15,895
+4,366
| +38% | +$917K | 1.92% | 22 |
|
|
2020
Q4 | $2.4M | Buy |
11,529
+568
| +5% | +$113K | 1.36% | 35 |
|
|
2020
Q3 | $2.16M | Buy |
10,961
+240
| +2% | +$44.6K | 1.4% | 34 |
|
|
2020
Q2 | $1.81M | Buy |
10,721
+5,100
| +91% | +$817K | 1.33% | 37 |
|
|
2020
Q1 | $793K | Buy |
5,621
+739
| +15% | +$122K | 0.72% | 49 |
|
|
2019
Q4 | $883K | Buy |
4,882
+410
| +9% | +$70.2K | 0.67% | 50 |
|
|
2019
Q3 | $724K | Buy |
4,472
+19
| +0.4% | +$3.19K | 0.6% | 51 |
|
|
2019
Q2 | $753K | Buy |
4,453
+176
| +4% | +$30.2K | 0.64% | 50 |
|
|
2019
Q1 | $715K | Buy |
4,277
+309
| +8% | +$49.7K | 0.63% | 49 |
|
|
2018
Q4 | $549K | Buy |
3,968
+195
| +5% | +$28.9K | 0.57% | 49 |
|
|
2018
Q3 | $614K | Sell |
3,773
-17
| -0.4% | -$2.56K | 0.54% | 54 |
|
|
2018
Q2 | $537K | Sell |
3,790
-59
| -2% | -$8.22K | 0.51% | 54 |
|
|
2018
Q1 | $517K | Sell |
3,849
-681
| -15% | -$91.6K | 0.52% | 54 |
|
|
2017
Q4 | $608K | Buy |
+4,530
| New | +$546K | 0.56% | 56 |
|
Other funds holding UNP
VCM
VPM
Tower View Wealth Management's UNP Position: Q1 2026 in Review
Tower View Wealth Management reduced its Union Pacific (UNP) stake by 19% in Q1 2026, selling an estimated $254K and leaving 4,530 shares worth $1.1M. The position accounts for 0.56% of the portfolio, ranked #45.
Tower View Wealth Management first reported a position in UNP in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.81M in Q3 2024. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.
- Tower View Wealth Management held 4,530 shares of Union Pacific worth $1.1M as of Q1 2026.
- Tower View Wealth Management sold 1,037 Union Pacific shares in Q1 2026, an estimated $254K.
- Union Pacific made up 0.56% of Tower View Wealth Management's portfolio in Q1 2026, its #45 holding.
- Tower View Wealth Management first reported a position in Union Pacific in Q4 2017 and has held it in 34 quarters since.
- Tower View Wealth Management's Union Pacific position peaked at $4.81M in Q3 2024.
- 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.
Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.