UNP β€” Union Pacific Corp

Ownership history in Ullmann Wealth Partners Group, LLC  Β·  26 quarters on record

AI Ownership Summary

Ullmann Wealth Partners Group, LLC reported Union Pacific Corp (UNP) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.04% in 2023 Q4. The latest visible filing shows UNP at 0.02% 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 Ullmann Wealth Partners Group, LLC's position in Union Pacific Corp, 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 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% 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 Q4 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 Ullmann Wealth Partners Group, LLC held UNP β€” position size vs. price
% of Fund (quarterly)    UNP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 902 β€” 0% 0.02% $213K 2025-10-17 $223.56
2025 Q2 REDUCED 902 -22 -2.4% 0.02% $208K 2025-07-11 $231.07
2025 Q1 UNCHANGED 924 β€” 0% 0.03% $218K 2025-04-11 $213.55
2024 Q4 UNCHANGED 924 β€” 0% 0.03% $211K 2025-01-15 $224.31
2024 Q3 UNCHANGED 924 β€” 0% 0.03% $228K 2024-10-15 $237.44
2024 Q2 ADDED 924 +22 +2.4% 0.03% $209K 2024-08-08 $231.14
2024 Q1 ADDED 902 +16 +1.8% 0.03% $222K 2024-05-10 $236.39
2023 Q4 REDUCED 886 -100 -10.1% 0.04% $218K 2024-01-11 $224.70
18 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding UNP

As of 2026 Q1 β€” sorted by position size

Adelphi Trust Co 0.78% NEVILLE RODIE & SHAW INC 3Y 7Y 0.47% BancFirst Trust & Investment Management 3Y 0.28%

FAQ About Ullmann Wealth Partners Group, LLC and UNP

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

How long has Ullmann Wealth Partners Group, LLC reported owning UNP?

Ullmann Wealth Partners Group, LLC reported UNP across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported UNP position in Ullmann Wealth Partners Group, LLC's portfolio?

The largest reported portfolio weight for UNP was 0.04% in 2023 Q4.

What is the latest reported UNP position on this page?

The most recent filing on this page is 2025 Q3, when Ullmann Wealth Partners Group, LLC reported 902 shares, equal to 0.02% of portfolio, with an estimated market value of $213K.

What does the chart on this UNP ownership page compare?

The chart compares Ullmann Wealth Partners Group, LLC'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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