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Wealthspire Advisors (New York)’s Union Pacific UNP Stock Holding History

Wealthspire Advisors (New York)’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 		$3.06M Sell
12,609
-2,776
-18% -$680K 0.02% 222
2025
Q4 		$3.56M Sell
15,385
-6,697
-30% -$1.53M 0.03% 201
2025
Q3 		$5.22M Sell
22,082
-642
-3% -$145K 0.03% 162
2025
Q2 		$5.23M Sell
22,724
-5,668
-20% -$1.26M 0.03% 156
2025
Q1 		$6.71M Buy
28,392
+14,309
+102% +$3.44M 0.04% 143
2024
Q4 		$3.21M Buy
14,083
+219
+2% +$51.8K 0.03% 186
2024
Q3 		$3.42M Buy
13,864
+2,406
+21% +$583K 0.03% 176
2024
Q2 		$2.59M Sell
11,458
-246
-2% -$57.7K 0.03% 174
2024
Q1 		$2.88M Sell
11,704
-397
-3% -$97.7K 0.04% 154
2023
Q4 		$2.97M Buy
12,101
+5,906
+95% +$1.3M 0.04% 149
2023
Q3 		$1.26M Buy
6,195
+176
+3% +$38.3K 0.02% 245
2023
Q2 		$1.23M Sell
6,019
-451
-7% -$89.7K 0.02% 220
2023
Q1 		$1.3M Buy
6,470
+678
+12% +$137K 0.02% 205
2022
Q4 		$1.2M Buy
5,792
+981
+20% +$201K 0.02% 226
2022
Q3 		$937K Sell
4,811
-656
-12% -$145K 0.02% 236
2022
Q2 		$1.17M Buy
5,467
+2,317
+74% +$527K 0.02% 197
2022
Q1 		$861K Sell
3,150
-4,396
-58% -$1.11M 0.02% 207
2021
Q4 		$1.9M Sell
7,546
-284
-4% -$67.3K 0.04% 153
2021
Q3 		$1.53M Buy
7,830
+2,700
+53% +$583K 0.03% 194
2021
Q2 		$1.13M Sell
5,130
-13,350
-72% -$2.97M 0.03% 152
2021
Q1 		$4.07M Buy
18,480
+8,377
+83% +$1.76M 0.1% 103
2020
Q4 		$2.1M Buy
10,103
+5,526
+121% +$1.1M 0.06% 132
2020
Q3 		$901K Buy
4,577
+103
+2% +$19.1K 0.05% 135
2020
Q2 		$757K Sell
4,474
-11,892
-73% -$1.91M 0.05% 124
2020
Q1 		$2.31M Buy
16,366
+13,936
+573% +$2.3M 0.1% 116
2019
Q4 		$439K Buy
2,430
+585
+32% +$100K 0.03% 114
2019
Q3 		$299K Buy
+1,845
New +$310K 0.02% 118
2019
Q1 		– Sell
-544
Closed -$75K – 750
2018
Q4 		$75K Buy
+544
New +$80.6K 0.01% 138

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

Wealthspire Advisors (New York)'s UNP Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Union Pacific (UNP) stake by 18% in Q1 2026, selling an estimated $680K and leaving 12,609 shares worth $3.06M. The position accounts for 0.02% of the portfolio, ranked #222.

Wealthspire Advisors (New York) first reported a position in UNP in Q4 2018 and has held it in 28 quarters since. The position peaked at $6.71M in Q1 2025. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Wealthspire Advisors (New York) held 12,609 shares of Union Pacific worth $3.06M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 2,776 Union Pacific shares in Q1 2026, an estimated $680K.
  • Union Pacific made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #222 holding.
  • Wealthspire Advisors (New York) first reported a position in Union Pacific in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s Union Pacific position peaked at $6.71M in Q1 2025.
  • 2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.