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Livermore
Livermore
ZHEN

One Charles Private Wealth Services, LLC

SEC CIK
0001800938
Latest filing
Jul 15, 2026

UNP holding history

Union Pacific Corp in every 13F filed by One Charles Private Wealth Services, 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)
1,389
Value
$377.8K
% of portfolio
0.1%
Quarters held
21
Since Q2 2021
Holdings of UNP by One Charles Private Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,389$377.8K0.1%+4+0.3%AddedHolders
Q1 20261,385$336.0K0.1%−18−1.3%ReducedHolders
Q4 20251,403$324.5K0.1%−49−3.4%ReducedHolders
Q3 20251,452$343.2K0.1%+12+0.8%AddedHolders
Q2 20251,440$331.3K0.1%−55−3.7%ReducedHolders
Q1 20251,495$353.2K0.1%00.0%UnchangedHolders
Q4 20241,495$340.9K0.1%+16+1.1%AddedHolders
Q3 20241,479$364.5K0.1%00.0%UnchangedHolders
Q2 20241,479$334.6K0.1%00.0%UnchangedHolders
Q1 20241,479$363.7K0.2%−36−2.4%ReducedHolders
Q4 20231,515$372.1K0.2%00.0%UnchangedHolders
Q3 20231,515$308.5K0.2%−12−0.8%ReducedHolders
Q2 20231,527$312.5K0.2%00.0%UnchangedHolders
Q1 20231,527$307.3K0.2%−24−1.5%ReducedHolders
Q4 20221,551$321.2K0.2%−107−6.5%ReducedHolders
Q3 20221,658$323.0K0.2%−14−0.8%ReducedHolders
Q2 20221,672$346.0K0.2%+62+3.9%AddedHolders
Q1 20221,610$440.0K0.3%+10+0.6%AddedHolders
Q4 20211,600$403.0K0.2%00.0%UnchangedHolders
Q3 20211,600$314.0K0.2%+1+0.1%AddedHolders
Q2 20211,599$352.0K0.2%+1,599NewHolders