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Westmount Partners’s Union Pacific UNP Stock Holding History

Westmount Partners’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
Q2 		$766K Buy
2,817
+504
+22% +$132K 0.17% 110
2026
Q1 		$561K Buy
2,313
+408
+21% +$99.9K 0.14% 129
2025
Q4 		$441K Buy
1,905
+9
+0.5% +$2.05K 0.11% 148
2025
Q3 		$445K Buy
1,896
+9
+0.5% +$2.03K 0.11% 145
2025
Q2 		$434K Buy
1,887
+3
+0.2% +$666 0.12% 142
2025
Q1 		$445K Buy
1,884
+9
+0.5% +$2.17K 0.14% 137
2024
Q4 		$428K Sell
1,875
-3
-0.2% -$710 0.13% 127
2024
Q3 		$463K Sell
1,878
-17
-0.9% -$4.12K 0.14% 125
2024
Q2 		$426K Buy
1,895
+42
+2% +$9.84K 0.14% 124
2024
Q1 		$456K Sell
1,853
-106
-5% -$26.1K 0.16% 121
2023
Q4 		$481K Buy
1,959
+107
+6% +$23.5K 0.2% 108
2023
Q3 		$377K Buy
1,852
+9
+0.5% +$1.96K 0.17% 132
2023
Q2 		$377K Buy
1,843
+14
+0.8% +$2.78K 0.16% 126
2023
Q1 		$368K Sell
1,829
-14
-0.8% -$2.84K 0.17% 125
2022
Q4 		$382K Buy
+1,843
New +$378K 0.2% 117

Other funds holding UNP

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return