Union Pacific Corporation
MX ˙ BMV ˙ US9078181081
SecurityMX:UNP / Union Pacific Corporation
InstitutionSegment Wealth Management, LLC
Latest Disclosed Ownership61,657 shares
Latest Disclosed Value $ 14,959,205
Segment Wealth Management, LLC reports 3.99% increase in ownership of UNP / Union Pacific Corporation

On April 20, 2026 - Segment Wealth Management, LLC filed a 13F-HR form disclosing ownership of 61,657 shares of Union Pacific Corporation (MX:UNP) valued at $14,959,205 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 59,291 shares of Union Pacific Corporation. This represents a change in shares of 3.99% 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)
2026-04-20 2026-03-31 13F UNION PAC COM 907818108 61,657 2,366 3.99 14,959 9.07 0.8777
2026-01-29 2025-12-31 13F UNION PAC COM 907818108 59,291 348 0.59 13,715 -1.56 0.7954
2025-10-20 2025-09-30 13F UNION PAC COM 907818108 58,943 637 1.09 13,932 3.86 0.8350
2025-07-21 2025-06-30 13F UNION PAC COM 907818108 58,306 1,442 2.54 13,415 -0.14 0.8514
2025-04-22 2025-03-31 13F UNION PAC COM 907818108 56,864 529 0.94 13,434 4.57 0.9088
2025-01-17 2024-12-31 13F UNION PAC COM 907818108 56,335 562 1.01 12,847 -6.55 0.8757
2024-10-22 2024-09-30 13F UNION PAC COM 907818108 55,773 816 1.48 13,747 10.55 0.9447
2024-07-23 2024-06-30 13F UNION PAC COM 907818108 54,957 2,099 3.97 12,435 -4.35 0.9174
2024-04-24 2024-03-31 13F UNION PAC COM 907818108 52,858 2,706 5.40 12,999 5.53 0.9877
2024-01-26 2023-12-31 13F UNION PAC COM 907818108 50,152 1,643 3.39 12,318 24.71 1.0879
2023-10-25 2023-09-30 13F UNION PAC COM 907818108 48,509 1,638 3.49 9,878 2.99 1.0041
2023-08-22 2023-06-30 13F/A-1 UNION PAC COM 907818108 46,871 261 0.56 9,591 2.24 0.9863
2023-07-21 2023-06-30 13F UNION PAC COM 907818108 46,871 261 9,591 0.9957
2023-04-20 2023-03-31 13F UNION PAC COM 907818108 46,610 1,764 3.93 9,381 1.01 1.0612
2023-01-13 2022-12-31 13F UNION PAC COM 907818108 44,846 -82 -0.18 9,286 6.09 1.0751
2022-10-24 2022-09-30 13F UNION PAC COM 907818108 44,928 1,831 4.25 8,753 -4.78 1.0929
2022-07-20 2022-06-30 13F UNION PAC COM 907818108 43,097 2,725 6.75 9,192 -16.66 1.1667
2022-04-25 2022-03-31 13F UNION PAC COM 907818108 40,372 2,264 5.94 11,030 14.88 1.1366
2022-01-24 2021-12-31 13F UNION PAC COM 907818108 38,108 1,031 2.78 9,601 32.12 1.0070
2021-10-19 2021-09-30 13F UNION PAC COM 907818108 37,077 1,400 3.92 7,267 -7.38 0.8625
2021-07-20 2021-06-30 13F UNION PAC COM 907818108 35,677 1,249 3.63 7,846 3.40 0.9311
2021-05-10 2021-03-31 13F UNION PAC COM 907818108 34,428 840 2.50 7,588 8.49 1.0063
2021-01-27 2020-12-31 13F UNION PAC COM 907818108 33,588 -2,486 -6.89 6,994 -1.52 1.0097
2020-10-27 2020-09-30 13F UNION PAC COM 907818108 36,074 295 0.82 7,102 17.41 1.1534
2020-07-15 2020-06-30 13F UNION PAC COM 907818108 35,779 263 0.74 6,049 20.76 1.1185
2020-04-24 2020-03-31 13F UNION PAC COM 907818108 35,516 702 2.02 5,009 -20.42 1.1160
2020-01-23 2019-12-31 13F UNION PACIFIC COM 907818108 34,814 1,258 3.75 6,294 15.80 1.0628
2019-10-22 2019-09-30 13F UNION PACIFIC COM 907818108 33,556 705 2.15 5,435 -2.16 1.0633
2019-07-29 2019-06-30 13F UNION PACIFIC COM 907818108 32,851 478 1.48 5,555 2.62 1.1300
2019-04-30 2019-03-31 13F UNION PACIFIC COM 907818108 32,373 -81 -0.25 5,413 20.66 1.1466
2019-01-31 2018-12-31 13F UNION PAC COM 907818108 32,454 1,820 5.94 4,486 -10.06 1.1317
2018-11-07 2018-09-30 13F UNION PAC COM 907818108 30,634 454 1.50 4,988 16.65 1.0867
2018-07-17 2018-06-30 13F UNION PAC COM 907818108 30,180 111 0.37 4,276 5.79 1.0086
2018-04-27 2018-03-31 13F UNION PAC COM 907818108 30,069 171 0.57 4,042 0.82 1.0052
2018-01-22 2017-12-31 13F UNION PAC COM 907818108 29,898 1,897 6.77 4,009 23.43 0.9690
2017-10-26 2017-09-30 13F UNION PAC COM 907818108 28,001 1,527 5.77 3,248 12.66 0.8616
2017-08-11 2017-06-30 13F UNION PAC COM 907818108 26,474 5,253 24.75 2,883 31.05 0.7940
2017-02-06 2016-12-31 13F UNION PAC COM 907818108 21,221 3,167 17.54 2,200 24.93 0.8071
2016-10-26 2016-09-30 13F UNION PAC COM 907818108 18,054 361 2.04 1,761 13.98 0.6931
2016-08-09 2016-06-30 13F UNION PAC COM 907818108 17,693 -424 -2.34 1,545 7.22 0.6377
2016-05-11 2016-03-31 13F UNION PAC COM 907818108 18,117 -96 -0.53 1,441 1.26 0.5380
2016-02-08 2015-12-31 13F UNION PAC COM 907818108 18,213 1,017 5.91 1,423 -6.38 0.5395
2015-10-23 2015-09-30 13F UNION PAC COM 907818108 17,196 12,315 252.30 1,520 226.18 0.5811
2015-07-21 2015-06-30 13F UNION PAC COM 907818108 4,881 -77 -1.55 466 -13.22 0.1618
2015-04-28 2015-03-31 13F UNION PAC COM 907818108 4,958 4,958 0.00 537 0.1794
2015-01-28 2014-12-31 13F UNION PAC COM 907818108 0 -4,968 -100.00 0 -100.00
2014-10-28 2014-09-30 13F UNION PAC COM 907818108 4,968 -14 -0.28 539 8.45 0.2059
2014-07-28 2014-06-30 13F UNION PAC COM 907818108 4,982 2,469 98.25 497 5.30 0.1924
2014-04-25 2014-03-31 13F UNION PAC COM 907818108 2,513 118 4.93 472 17.71 0.2195
2014-01-17 2013-12-31 13F UNION PAC COM 907818108 2,395 -20 -0.83 401 6.93 0.1978
2013-10-17 2013-09-30 13F UNION PAC COM 907818108 2,415 0 0.00 375 0.54 0.2042
2013-07-31 2013-06-30 13F UNION PAC COM 907818108 2,415 2,415 373 0.2232
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.