Union Pacific Corporation
US ˙ NYSE ˙ US9078181081

SecurityUNP / Union Pacific Corporation
InstitutionAries Wealth Management
Latest Disclosed Ownership5,080 shares
Latest Disclosed Value $ 1,232,510
Aries Wealth Management ownership in UNP / Union Pacific Corporation

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 5,080 shares of Union Pacific Corporation (US:UNP) valued at $1,232,510 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 5,080 shares of Union Pacific Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $1,383,386 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F UNION PAC COM 907818108 5,080 0 0.00 1,233 4.85 0.2710
2026-01-30 2025-12-31 13F UNION PAC COM 907818108 5,080 250 5.18 1,175 2.98 0.2602
2025-11-10 2025-09-30 13F UNION PAC COM 907818108 4,830 32 0.67 1,142 3.45 0.2701
2025-07-28 2025-06-30 13F UNION PAC COM 907818108 4,798 40 0.84 1,104 -1.87 0.2885
2025-04-17 2025-03-31 13F UNION PAC COM 907818108 4,758 117 2.52 1,124 6.24 0.3052
2025-01-30 2024-12-31 13F UNION PAC COM 907818108 4,641 200 4.50 1,058 -3.29 0.2914
2024-10-31 2024-09-30 13F UNION PAC COM 907818108 4,441 -32 -0.72 1,095 8.10 0.3009
2024-07-25 2024-06-30 13F UNION PAC COM 907818108 4,473 86 1.96 1,012 -6.12 0.3189
2024-05-03 2024-03-31 13F UNION PAC COM 907818108 4,387 -72 -1.61 1,079 -1.55 0.3477
2024-01-10 2023-12-31 13F UNION PAC COM 907818108 4,459 12 0.27 1,095 16.86 0.3906
2023-10-19 2023-09-30 13F UNION PAC COM 907818108 4,447 315 7.62 938 10.89 0.3670
2023-07-14 2023-06-30 13F UNION PAC COM 907818108 4,132 -17 -0.41 845 1.20 0.3278
2023-04-11 2023-03-31 13F UNION PAC COM 907818108 4,149 -18 -0.43 835 -3.13 0.3424
2023-01-19 2022-12-31 13F UNION PAC COM 907818108 4,167 0 0.00 863 4.99 0.3719
2022-11-02 2022-09-30 13F UNION PAC COM 907818108 4,167 36 0.87 821 -6.81 0.3634
2022-07-27 2022-06-30 13F UNION PAC COM 907818108 4,131 4,131 881 0.4000
2022-04-23 2022-03-31 13F UNION PAC COM 907818108 0 -4,237 -100.00 0 -100.00
2022-06-06 2021-12-31 13F/A-1 UNION PAC COM 907818108 4,237 28 0.67 1,067 29.33 0.4066
2022-01-18 2021-12-31 13F UNION PAC COM 907818108 29,659 25,450 7,472 0.4089
2021-10-13 2021-09-30 13F UNION PAC COM 907818108 4,209 53 1.28 825 -9.74 0.3490
2021-07-14 2021-06-30 13F UNION PAC COM 907818108 4,156 4 0.10 914 -1.08 0.3909
2021-04-20 2021-03-31 13F UNION PAC COM 907818108 4,152 1,580 61.43 924 64.12 0.4151
2021-01-22 2020-12-31 13F UNION PAC COM 907818108 2,572 90 3.63 563 15.13 0.2813
2020-10-14 2020-09-30 13F UNION PAC COM 907818108 2,482 163 7.03 489 24.74 0.2775
2020-07-09 2020-06-30 13F UNION PAC COM 907818108 2,319 118 5.36 392 25.64 0.2393
2020-04-09 2020-03-31 13F UNION PAC COM 907818108 2,201 -58 -2.57 312 -22.96 0.2379
2020-01-13 2019-12-31 13F UNION PACIFIC COM 907818108 2,259 0 0.00 405 10.96 0.2472
2019-10-22 2019-09-30 13F UNION PACIFIC COM 907818108 2,259 -41 -1.78 365 -6.65 0.2428
2019-07-15 2019-06-30 13F UNION PACIFIC COM 907818108 2,300 -39 -1.67 391 0.00 0.2733
2019-04-09 2019-03-31 13F UNION PACIFIC COM 907818108 2,339 512 28.02 391 54.55 0.2923
2019-01-15 2018-12-31 13F UNION PAC COM 907818108 1,827 -56 -2.97 253 -17.59 0.2683
2018-11-14 2018-09-30 13F UNION PAC COM 907818108 1,883 -728 -27.88 307 -21.48 0.2757
2018-08-07 2018-06-30 13F UNION PAC COM 907818108 2,611 0 0.00 391 15.00 0.3615
2018-04-17 2018-03-31 13F UNION PAC COM 907818108 2,611 90 3.57 340 -4.49 0.3294
2018-02-05 2017-12-31 13F UNION PAC COM 907818108 2,521 2,521 356 0.3278
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.