Skip to main content
Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

UNP holding history

Union Pacific Corp in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNP overviewAll 13F holders of UNPFull Q2 2026 holdings

Shares (Q2 2026)
293,323
Value
$79.8M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of UNP by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026293,323$79.8M0.3%+29,007+11.0%AddedHolders
Q1 2026264,316$64.1M0.3%+4,216+1.6%AddedHolders
Q4 2025260,100$60.2M0.3%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 2025237,554$54.7M0.4%+8,790+3.8%AddedHolders
Q1 2025228,764$54.0M0.4%+7,263+3.3%AddedHolders
Q4 2024221,501$50.5M0.4%+5,630+2.6%AddedHolders
Q3 2024215,871$53.2M0.5%+12,121+5.9%AddedHolders
Q2 2024203,750$46.1M0.5%+5,992+3.0%AddedHolders
Q1 2024197,758$48.6M0.6%+6,879+3.6%AddedHolders
Q4 2023190,879$46.9M0.6%+5,513+3.0%AddedHolders
Q3 2023185,366$37.7M0.6%+144,832+357.3%AddedHolders
Q2 202340,534$37.0M0.6%−7,875−16.3%ReducedHolders
Q1 202348,409$22.9M0.5%−117,859−70.9%ReducedHolders
Q4 2022166,268$34.4M0.6%+4,120+2.5%AddedHolders
Q3 2022162,148$31.6M0.7%+7,425+4.8%AddedHolders
Q2 2022154,723$33.0M0.7%+17,582+12.8%AddedHolders
Q1 2022137,141$37.5M0.8%+3,417+2.6%AddedHolders
Q4 2021133,724$33.7M0.8%+5,031+3.9%AddedHolders
Q3 2021128,693$25.2M0.7%+10,099+8.5%AddedHolders
Q2 2021118,594$26.1M0.7%+8,242+7.5%AddedHolders
Q1 2021110,352$24.3M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.