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Waypoint Wealth Counsel’s Union Pacific UNP Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-1,100
Closed -$254K – 291
2025
Q4 		$254K Buy
1,100
+89
+9% +$20.3K 0.09% 219
2025
Q3 		$239K Buy
1,011
+36
+4% +$8.11K 0.09% 215
2025
Q2 		$224K Buy
975
+5
+0.5% +$1.11K 0.11% 161
2025
Q1 		$229K Buy
970
+45
+5% +$10.8K 0.14% 97
2024
Q4 		$211K Sell
925
-24
-3% -$5.68K 0.14% 91
2024
Q3 		$234K Buy
+949
New +$230K 0.16% 87
2024
Q2 		– Sell
-900
Closed -$221K – 97
2024
Q1 		$221K Buy
900
+31
+4% +$7.63K 0.17% 87
2023
Q4 		$214K Buy
+869
New +$191K 0.18% 86

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

Waypoint Wealth Counsel's UNP Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Union Pacific (UNP) in Q1 2026, closing a stake of 1,100 shares — an estimated $254K sold.

Waypoint Wealth Counsel first reported a position in UNP in Q4 2023 and held it in 8 quarters. The position peaked at $254K in Q4 2025. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining Union Pacific position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,100 Union Pacific shares in Q1 2026, an estimated $254K.
  • Waypoint Wealth Counsel first reported a position in Union Pacific in Q4 2023 and held it in 8 quarters.
  • Waypoint Wealth Counsel's Union Pacific position peaked at $254K in Q4 2025.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

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