BSW Wealth Partners

Position in UNP — Union Pacific Corp

CIK 1512601 BOULDER, CO

Position in UNP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,283,568

+$137,674 QoQ

Shares Held

4,719

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,404

of 2,880 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BSW Wealth Partners holds $2,560,131 across 3 Railroads names. UNP ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	4,719	$1,283,568
2	WAB	Westinghouse Air Brake Technologies Corp	3,923	$1,057,640
3	CSX	Csx Corp	4,606	$218,923

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,283,568	4,719	-0.1%	Shares	Sole	2026-07-15
2026-03-31	$1,145,894	4,723	-0.9%	Shares	Sole	2026-04-14
2025-12-31	$1,102,702	4,767	-4.8%	Shares	Sole	2026-01-23
2025-09-30	$1,183,504	5,007	-8.2%	Shares	Sole	2025-10-15
2025-06-30	$1,255,086	5,455	-0.2%	Shares	Sole	2025-07-18
2025-03-31	$1,291,524	5,467	-4.1%	Shares	Sole	2025-04-24
2024-12-31	$1,299,371	5,698	+2.5%	Shares	Sole	2025-01-22
2024-09-30	$1,370,182	5,559	+33.2%	Shares	Sole	2024-10-29
2024-06-30	$943,956	4,172	+0.5%	Shares	Sole	2024-07-16
2024-03-31	$1,020,609	4,150	+4.0%	Shares	Sole	2024-04-23
2023-12-31	$980,269	3,991	+0.0%	Shares	Sole	2024-01-25
2023-09-30	$812,483	3,990	+0.5%	Shares	Sole	2023-10-27
2023-06-30	$812,546	3,971	+0.6%	Shares	Sole	2023-08-11
2023-03-31	$794,373	3,947	+0.8%	Shares	Sole	2023-05-15
2022-12-31	$810,679	3,915	+12.9%	Shares	Sole	2023-02-14
2022-09-30	$675,440	3,467	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$737,735	3,459	+4.5%	Shares	Sole	2022-08-15
2022-03-31	$904,325	3,310	+0.9%	Shares	Sole	2022-05-16
2021-12-31	$826,330	3,280	+133.1%	Shares	Sole	2022-02-14
2021-09-30	$275,786	1,407	-0.1%	Shares	Sole	2021-11-15
2021-06-30	$309,881	1,409	-1.7%	Shares	Sole	2021-08-16
2021-03-31	$316,067	1,434	-24.7%	Shares	Sole	2021-05-17
2020-12-31	$396,659	1,905	+0.1%	Shares	Sole	2021-02-16
2020-09-30	$374,643	1,903	-1.0%	Shares	Sole	2020-11-13
2020-06-30	$325,121	1,923	+1.5%	Shares	Sole	2020-08-13
2020-03-31	$267,129	1,894	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.