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Marotta Asset Management

SEC CIK
0001802091
Latest filing
Oct 2, 2026

UNP holding history

Union Pacific Corp in every 13F filed by Marotta Asset Management, 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 Q3 2026 holdings

Shares (Q3 2026)
1,004
Value
$273.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UNP by Marotta Asset Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20261,004$273.2K<0.1%00.0%UnchangedHolders
Q2 20261,004$278.8K<0.1%00.0%UnchangedHolders
Q1 20261,004$244.1K<0.1%00.0%UnchangedHolders
Q4 20251,004$232.2K<0.1%00.0%UnchangedHolders
Q3 20251,004$235.7K<0.1%00.0%UnchangedHolders
Q2 20251,004$231.0K<0.1%−881−46.7%ReducedHolders
Q1 20251,885$464.6K0.1%00.0%UnchangedHolders
Q4 20241,885$431.9K0.1%00.0%UnchangedHolders
Q3 20241,885$464.6K0.1%−12−0.6%ReducedHolders
Q2 20241,897$426.6K0.1%+24+1.3%AddedHolders
Q1 20241,873$460.6K0.1%00.0%UnchangedHolders
Q4 20231,873$460.0K0.1%−645−25.6%ReducedHolders
Q3 20232,518$512.7K0.1%00.0%UnchangedHolders
Q2 20232,518$515.2K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20222,518$521.4K0.1%−13−0.5%ReducedHolders
Q3 20222,531$493.1K0.1%−14−0.6%ReducedHolders
Q2 20222,545$547.8K0.1%−68−2.6%ReducedHolders
Q1 20222,613$713.9K0.2%+685+35.5%AddedHolders
Q4 20211,928$485.7K0.1%+46+2.4%AddedHolders
Q3 20211,882$368.9K0.1%00.0%UnchangedHolders
Q2 20211,882$420.7K0.1%+9+0.5%AddedHolders
Q1 20211,873$412.5K0.1%––Holders

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