Robertson Stephens Wealth Management, LLC

Position in UNP — Union Pacific Corp

CIK 1767307 San Francisco, CA

Position in UNP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,021,648

+$132,772 QoQ

Shares Held

11,109

-6.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,011

of 2,880 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $4,787,885 across 4 Railroads names. UNP ranks #1 (63.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	11,109	$3,021,648
2	CSX	Csx Corp	16,417	$780,300
3	TRN	Trinity Industries Inc	18,541	$641,147
4	NSC	Norfolk Southern Corp	1,096	$344,790

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,021,648	11,109	-6.7%	Shares	Sole	2026-07-29
2026-03-31	$2,888,876	11,907	-4.6%	Shares	Sole	2026-04-28
2025-12-31	$2,886,410	12,478	+9.8%	Shares	Sole	2026-02-02
2025-09-30	$2,687,290	11,369	+6.9%	Shares	Sole	2025-11-12
2025-06-30	$2,446,670	10,634	+31.1%	Shares	Sole	2025-07-24
2025-03-31	$1,915,906	8,110	+5.9%	Shares	Sole	2025-04-17
2024-12-31	$1,745,646	7,655	+3.1%	Shares	Sole	2025-01-27
2024-09-30	$1,830,606	7,427	+33.6%	Shares	Sole	2024-11-12
2024-06-30	$1,257,779	5,559	-1.5%	Shares	Sole	2024-08-13
2024-03-31	$1,387,782	5,643	+17.1%	Shares	Sole	2024-05-15
2023-12-31	$1,183,397	4,818	+12.8%	Shares	Sole	2024-02-06
2023-09-30	$869,907	4,272	+28.8%	Shares	Sole	2023-11-13
2023-06-30	$678,519	3,316	+24.1%	Shares	Sole	2023-08-11
2023-03-31	$537,967	2,673	+4.0%	Shares	Sole	2023-05-11
2022-12-31	$532,169	2,570	-4.6%	Shares	Sole	2023-02-14
2022-09-30	$525,039	2,695	-11.9%	Shares	Sole	2022-11-14
2022-06-30	$652,636	3,060	-26.5%	Shares	Sole	2022-08-12
2022-03-31	$1,138,192	4,166	+1.4%	Shares	Sole	2022-05-16
2021-12-31	$1,034,676	4,107	+254.4%	Shares	Sole	2022-02-14
2021-09-30	$227,175	1,159	-23.0%	Shares	Sole	2021-11-10
2021-06-30	$331,214	1,506	+4.3%	Shares	Sole	2021-08-17
2021-03-31	$318,272	1,444	+31.9%	Shares	Sole	2021-05-07
2020-12-31	$228,000	1,095	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.