Union Pacific Corporation
MX ˙ BMV ˙ US9078181081
SecurityMX:UNP / Union Pacific Corporation
InstitutionBogart Wealth, LLC
Latest Disclosed Ownership618 shares
Latest Disclosed Value $ 149,971
Bogart Wealth, LLC reports 4.39% increase in ownership of UNP / Union Pacific Corporation

On April 28, 2026 - Bogart Wealth, LLC filed a 13F-HR form disclosing ownership of 618 shares of Union Pacific Corporation (MX:UNP) valued at $149,971 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 592 shares of Union Pacific Corporation. This represents a change in shares of 4.39% during the quarter.

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)
2026-04-28 2026-03-31 13F UNION PAC CORP COM Stock 907818108 618 26 4.39 150 8.76 0.0058
2026-01-30 2025-12-31 13F UNION PAC CORP COM Stock 907818108 592 10 1.72 137 0.00 0.0055
2025-10-27 2025-09-30 13F UNION PAC CORP COM Stock 907818108 582 -5 -0.85 138 1.48 0.0056
2025-07-30 2025-06-30 13F UNION PAC CORP COM Stock 907818108 587 -23 -3.77 135 -6.25 0.0058
2025-05-02 2025-03-31 13F UNION PAC CORP COM Stock 907818108 610 58 10.51 144 15.20 0.0068
2025-01-30 2024-12-31 13F UNION PAC CORP COM Stock 907818108 552 22 4.15 126 -3.85 0.0060
2024-10-23 2024-09-30 13F UNION PAC CORP COM Stock 907818108 530 0 0.00 131 9.24 0.0062
2024-07-31 2024-06-30 13F UNION PAC CORP COM Stock 907818108 530 1 0.19 120 -8.46 0.0061
2024-04-25 2024-03-31 13F UNION PAC CORP COM Stock 907818108 529 0 0.00 130 0.00 0.0067
2024-02-07 2023-12-31 13F UNION PAC CORP COM Stock 907818108 529 -25 -4.51 130 16.07 0.0073
2023-10-30 2023-09-30 13F UNION PAC CORP COM Stock 907818108 554 -202 -26.72 113 -27.27 0.0070
2023-07-31 2023-06-30 13F UNION PAC CORP COM Stock 907818108 756 82 12.17 155 14.07 0.0098
2023-04-21 2023-03-31 13F UNION PAC CORP COM Stock 907818108 674 178 35.89 136 32.35 0.0091
2023-02-06 2022-12-31 13F UNION PAC CORP COM Stock 907818108 496 55 12.47 103 18.60 0.0072
2022-11-03 2022-09-30 13F UNION PAC CORP COM Stock 907818108 441 38 9.43 86 0.00 0.0072
2022-07-22 2022-06-30 13F UNION PAC CORP COM Stock 907818108 403 211 109.90 86 62.26 0.0075
2022-04-22 2022-03-31 13F UNION PAC CORP COM Stock 907818108 192 0 0.00 53 10.42 0.0045
2022-01-19 2021-12-31 13F UNION PAC CORP COM Stock 907818108 192 0 0.00 48 26.32 0.0043
2021-10-15 2021-09-30 13F UNION PAC CORP COM Stock 907818108 192 -10 -4.95 38 -15.56 0.0039
2021-08-06 2021-06-30 13F UNION PAC CORP COM Stock 907818108 202 0 0.00 45 0.00 0.0049
2021-04-16 2021-03-31 13F UNION PAC CORP COM Stock 907818108 202 11 5.76 45 15.38 0.0063
2021-01-14 2020-12-31 13F UNION PAC CORP COM Stock 907818108 191 1 0.53 39 5.41 0.0072
2020-10-06 2020-09-30 13F UNION PAC CORP COM Stock 907818108 190 -1 -0.52 37 15.63 0.0082
2020-07-08 2020-06-30 13F UNION PAC CORP COM Stock 907818108 191 1 0.53 32 18.52 0.0075
2020-04-20 2020-03-31 13F UNION PAC CORP COM Stock 907818108 190 8 4.40 27 -18.18 0.0074
2020-02-10 2019-12-31 13F UNION PACIFIC CORP COM Stock 907818108 182 0 0.00 33 13.79 0.0105
2019-11-06 2019-09-30 13F/A-1 UNION PACIFIC CORP COM Stock 907818108 182 35 23.81 29 20.83 0.0143
2019-10-10 2019-09-30 13F UNION PACIFIC CORP COM Stock 907818108 182 35 29 0.0134
2019-07-11 2019-06-30 13F UNION PACIFIC CORP COM Stock 907818108 147 0 0.00 24 0.00 0.0145
2019-04-08 2019-03-31 13F UNION PACIFIC CORP COM Stock 907818108 147 0 0.00 24 20.00 0.0116
2019-01-15 2018-12-31 13F UNION PAC CORP COM Stock 907818108 147 0 0.00 20 -16.67 0.0100
2018-10-16 2018-09-30 13F UNION PAC CORP COM Stock 907818108 147 0 0.00 24 20.00 0.0139
2018-07-13 2018-06-30 13F UNION PAC CORP COM Stock 907818108 147 0 0.00 20 0.00 0.0122
2018-04-12 2018-03-31 13F UNION PAC CORP COM Stock 907818108 147 0 0.00 20 0.00 0.0116
2018-01-10 2017-12-31 13F UNION PAC CORP COM Stock 907818108 147 0 0.00 20 17.65 0.0128
2017-10-12 2017-09-30 13F UNION PAC CORP COM Stock 907818108 147 147 17 0.0126
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.