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Ullmann Wealth Partners Group’s Union Pacific UNP Stock Holding History

Ullmann Wealth Partners Group’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 		$216K Buy
+889
New +$218K 0.02% 149
2025
Q4 		– Sell
-902
Closed -$213K – 154
2025
Q3 		$213K Hold
902
– – 0.02% 142
2025
Q2 		$208K Sell
902
-22
-2% -$4.88K 0.02% 140
2025
Q1 		$218K Hold
924
– – 0.03% 126
2024
Q4 		$211K Hold
924
– – 0.03% 126
2024
Q3 		$228K Hold
924
– – 0.03% 121
2024
Q2 		$209K Buy
924
+22
+2% +$5.16K 0.03% 106
2024
Q1 		$222K Buy
902
+16
+2% +$3.94K 0.03% 106
2023
Q4 		$218K Sell
886
-100
-10% -$22K 0.04% 100
2023
Q3 		$201K Hold
986
– – 0.04% 95
2023
Q2 		$202K Buy
+986
New +$196K 0.04% 97
2023
Q1 		– Sell
-986
Closed -$204K – 99
2022
Q4 		$204K Sell
986
-63
-6% -$12.9K 0.05% 81
2022
Q3 		$204K Buy
1,049
+100
+11% +$22.1K 0.06% 82
2022
Q2 		$202K Hold
949
– – 0.05% 81
2022
Q1 		$259K Sell
949
-11
-1% -$2.78K 0.07% 71
2021
Q4 		$242K Buy
+960
New +$227K 0.06% 78
2021
Q3 		– Sell
-935
Closed -$206K – 89
2021
Q2 		$206K Hold
935
– – 0.08% 81
2021
Q1 		$206K Buy
+935
New +$196K 0.09% 82
2020
Q3 		– Sell
-2,126
Closed -$359K – 71
2020
Q2 		$359K Hold
2,126
– – 0.22% 43
2020
Q1 		$299K Hold
2,126
– – 0.22% 39
2019
Q4 		$384K Hold
2,126
– – 0.23% 38
2019
Q3 		$344K Sell
2,126
-686
-24% -$115K 0.21% 41
2019
Q2 		$475K Buy
2,812
+44
+2% +$7.54K 0.3% 32
2019
Q1 		$463K Buy
2,768
+1,191
+76% +$192K 0.3% 33
2018
Q4 		$218K Buy
+1,577
New +$234K 0.16% 52
2017
Q3 		– Sell
-1,099
Closed -$119K – 129
2017
Q2 		$119K Sell
1,099
-55
-5% -$6K 0.09% 69
2017
Q1 		$122K Buy
+1,154
New +$123K 0.1% 63

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

Ullmann Wealth Partners Group's UNP Position: Q1 2026 in Review

Ullmann Wealth Partners Group opened a new position in Union Pacific (UNP) in Q1 2026: 889 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #149 among its holdings. This is a return to the name: Ullmann Wealth Partners Group previously reported a position in UNP as recently as Q3 2025.

Ullmann Wealth Partners Group first reported a position in UNP in Q1 2017 and has held it in 27 quarters since. The position peaked at $475K in Q2 2019. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Ullmann Wealth Partners Group held 889 shares of Union Pacific worth $216K as of Q1 2026.
  • Union Pacific was a new Ullmann Wealth Partners Group position in Q1 2026.
  • Union Pacific made up 0.02% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #149 holding.
  • Ullmann Wealth Partners Group first reported a position in Union Pacific in Q1 2017 and has held it in 27 quarters since.
  • Ullmann Wealth Partners Group's Union Pacific position peaked at $475K in Q2 2019.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q1 2026, filed 13 Apr 2026.