Position in UNP
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$6,549,526
-$32,684 QoQ
Shares Held
26,995
-5.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in UNP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $21,067,271 across 4 Railroads names. UNP ranks #2 (31.1% of the industry book) .
All Filings in UNP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,549,526 | 26,995 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,582,210 | 28,455 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,876,712 | 29,093 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,697,628 | 29,110 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,159,016 | 30,304 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,776,436 | 29,716 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $344,579 | 1,398 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $306,582 | 1,355 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $370,370 | 1,506 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $374,570 | 1,525 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $282,231 | 1,386 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $284,831 | 1,392 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $278,745 | 1,385 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $298,180 | 1,440 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $255,214 | 1,310 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $279,396 | 1,310 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $341,512 | 1,250 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $719,512 | 2,856 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $373,595 | 1,906 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $574,237 | 2,611 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $660,127 | 2,995 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $507,015 | 2,435 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $466,975 | 2,372 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $399,681 | 2,364 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $349,215 | 2,476 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||