Westwood Wealth Management’s Union Pacific UNP Stock Holding History

Westwood Wealth Management’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	$576K	Buy	+2,375	New	+$582K	0.23%	27
2025 Q4	–	Sell	-3,275	Closed	-$774K	–	129
2025 Q3	$774K	Sell	3,275 -1,160	-26%	-$261K	0.28%	28
2025 Q2	$1.02M	Sell	4,435 -600	-12%	-$133K	0.34%	29
2025 Q1	$1.19M	Sell	5,035 -250	-5%	-$60.2K	0.51%	27
2024 Q4	$1.21M	Sell	5,285 -150	-3%	-$35.5K	0.44%	25
2024 Q3	$1.34M	Sell	5,435 -100	-2%	-$24.2K	0.53%	21
2024 Q2	$1.25M	Hold	5,535	–	–	0.47%	24
2024 Q1	$1.36M	Sell	5,535 -40	-0.7%	-$9.84K	0.67%	19
2023 Q4	$1.37M	Sell	5,575 -250	-4%	-$55K	1.06%	16
2023 Q3	$1.19M	Hold	5,825	–	–	0.78%	20
2023 Q2	$1.19M	Buy	5,825 +100	+2%	+$19.9K	0.84%	20
2023 Q1	$1.15M	Sell	5,725 -1,110	-16%	-$225K	1.03%	17
2022 Q4	$1.42M	Buy	6,835 +1,560	+30%	+$320K	1.7%	10
2022 Q3	$1.03M	Sell	5,275 -1,910	-27%	-$423K	0.92%	15
2022 Q2	$1.53M	Sell	7,185 -3,325	-32%	-$757K	1.77%	10
2022 Q1	$2.87K	Sell	10,510 -8,185	-44%	-$2.07M	1.11%	14
2021 Q4	$3K	Buy	+18,695	New	+$4.43M	﹤0.01%	49

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Westwood Wealth Management's UNP Position: Q1 2026 in Review

Westwood Wealth Management opened a new position in Union Pacific (UNP) in Q1 2026: 2,375 shares worth $576K. The stake represents 0.23% of the portfolio and ranks #27 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in UNP as recently as Q3 2025.

Westwood Wealth Management first reported a position in UNP in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.53M in Q2 2022. 2,764 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Westwood Wealth Management held 2,375 shares of Union Pacific worth $576K as of Q1 2026.
Union Pacific was a new Westwood Wealth Management position in Q1 2026.
Union Pacific made up 0.23% of Westwood Wealth Management's portfolio in Q1 2026, its #27 holding.
Westwood Wealth Management first reported a position in Union Pacific in Q4 2021 and has held it in 17 quarters since.
Westwood Wealth Management's Union Pacific position peaked at $1.53M in Q2 2022.
2,764 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.