UNP Union Pacific

Ownership history in DB Fitzpatrick & Co, Inc  ·  16 quarters on record

AI Ownership Summary

DB Fitzpatrick & Co, Inc reported Union Pacific (UNP) in 16 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 1.93% in 2023 Q4. The latest visible filing shows UNP at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DB Fitzpatrick & Co, Inc's position in Union Pacific, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

UNP was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.93% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DB Fitzpatrick & Co, Inc held UNP — position size vs. price
% of Fund (quarterly)    UNP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 61 0% 0.01% $14K 2025-10-14 $224.59
2025 Q2 REDUCED 61 -3,736 -98.4% 0.01% $14K 2025-07-15 $227.18
2025 Q1 REDUCED 3,797 -4,002 -51.3% 0.85% $897K 2025-04-21 $211.07
2024 Q4 REDUCED 7,799 -234 -2.9% 1.63% $1.8M 2025-01-15 $224.31
2024 Q3 REDUCED 8,033 -89 -1.1% 1.74% $2.0M 2024-10-16 $239.68
2024 Q2 REDUCED 8,122 -45 -0.6% 1.70% $1.8M 2024-07-17 $234.36
2024 Q1 REDUCED 8,167 -34 -0.4% 1.84% $2.0M 2024-04-19 $221.75
2023 Q4 ADDED 8,201 +1,177 +16.8% 1.93% $2.0M 2024-01-24 $230.35
2023 Q3 ADDED 7,024 +162 +2.4% 1.53% $1.4M 2023-11-01 $196.20
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DB Fitzpatrick & Co, Inc and UNP

These are the practical questions this page is built to answer before you even open the full history table.

How long has DB Fitzpatrick & Co, Inc reported owning UNP?

DB Fitzpatrick & Co, Inc reported UNP across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported UNP position in DB Fitzpatrick & Co, Inc's portfolio?

The largest reported portfolio weight for UNP was 1.93% in 2023 Q4.

What is the latest reported UNP position on this page?

The most recent filing on this page is 2025 Q3, when DB Fitzpatrick & Co, Inc reported 61 shares, equal to 0.01% of portfolio, with an estimated market value of $14K.

What does the chart on this UNP ownership page compare?

The chart compares DB Fitzpatrick & Co, Inc's quarterly UNP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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