SEC 13F Intelligence

Peterson Wealth Services / UNP

Peterson Wealth Services’s Union Pac Corp Position

Does Peterson Wealth Services own Union Pac Corp (UNP)? Yes20.4K shares worth $5M (+1.22% of its 13F portfolio) as of Q1 2026, up from 19.7K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
20.4K
% of Portfolio
+1.22%
Quarters Held
18
currently held

Position History UNP

Reported value by quarter
Q4 ’21: $3MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $4MQ4 ’23: $4MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ3 ’25: $5MQ3 ’25Q4 ’25: $5MQ1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.4K$5M+1.22%
Q4 202519.7K$5M+1.16%
Q3 20251.2K$5M+1.11%
Q2 202518.8K$4M+1.19%
Q1 202518.4K$4M+1.34%
Q4 202416.8K$4M+1.15%
Q3 202416.3K$4M+1.29%
Q2 202415.6K$4M+1.24%
Q1 202415.3K$4M+1.37%
Q4 202315.6K$4M+1.65%
Q3 202317.3K$4M+2.63%
Q2 202316.6K$3M+1.64%
Q1 202316.0K$3M+1.65%
Q4 202216.8K$3M+1.99%
Q3 202216.4K$3M+2.26%
Q2 202215.1K$3M+2.32%
Q1 202214.2K$4M+2.39%
Q4 202113.0K$3M+2.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peterson Wealth Services’s full portfolio or all institutional holders of UNP.