Turtle Creek Wealth Advisors’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
$4.12M Buy
16,964
+1,855
+12% +$454K 0.31% 77
2025
Q4
$3.5M Buy
15,109
+797
+6% +$182K 0.28% 77
2025
Q3
$3.38M Buy
14,312
+5,784
+68% +$1.3M 0.3% 77
2025
Q2
$1.96M Sell
8,528
-5,753
-40% -$1.28M 0.23% 85
2025
Q1
$3.37M Buy
+14,281
New +$3.44M 0.5% 61
2024
Q4
Sell
-955
Closed -$235K 159
2024
Q3
$235K Buy
+955
New +$232K 0.05% 160
2024
Q1
Sell
-756
Closed -$186K 779
2023
Q4
$186K Buy
+756
New +$166K 0.05% 152

Other funds holding UNP

Turtle Creek Wealth Advisors's UNP Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Union Pacific (UNP) stake by 12% in Q1 2026, buying an estimated $454K and bringing the position to 16,964 shares worth $4.12M. The position accounts for 0.31% of the portfolio, ranked #77.

Turtle Creek Wealth Advisors first reported a position in UNP in Q4 2023 and has held it in 7 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Turtle Creek Wealth Advisors held 16,964 shares of Union Pacific worth $4.12M as of Q1 2026.
  • Turtle Creek Wealth Advisors bought 1,855 Union Pacific shares in Q1 2026, an estimated $454K.
  • Union Pacific made up 0.31% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #77 holding.
  • Turtle Creek Wealth Advisors first reported a position in Union Pacific in Q4 2023 and has held it in 7 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.