Berry Wealth Group LP Reduces Stake in Union Pacific

Institutional investor trims holdings in major railroad operator

Published on Mar. 6, 2026

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Berry Wealth Group LP, an investment management firm, has reduced its position in Union Pacific Corporation (NYSE: UNP) by 84.3% during the third quarter, according to a recent 13F filing. The firm now owns 1,084 shares of the railroad operator's stock, down from 6,905 shares previously held.

Why it matters

Union Pacific is one of the largest freight railroad companies in the United States, playing a crucial role in the country's transportation infrastructure. Changes in institutional ownership of the stock can provide insights into investor sentiment and market trends surrounding the company.

The details

According to the 13F filing, Berry Wealth Group LP sold 5,821 shares of Union Pacific during the third quarter, reducing its total holdings to 1,084 shares. The firm's position in Union Pacific now accounts for 0.8% of its overall portfolio, making it the 26th largest holding. The sale was likely driven by portfolio rebalancing or a shift in the firm's investment strategy.

  • Berry Wealth Group LP filed its 13F report for the third quarter of 2026.

The players

Berry Wealth Group LP

An investment management firm that has reduced its stake in Union Pacific Corporation.

Union Pacific Corporation

A major freight railroad company in the United States, operating an extensive rail network across the western two-thirds of the country.

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The takeaway

The reduction in Berry Wealth Group LP's position in Union Pacific Corporation suggests a shift in the firm's investment strategy or portfolio allocation, but does not necessarily indicate broader market sentiment towards the railroad operator. Investors should continue to monitor institutional ownership and analyst ratings to gain a more comprehensive understanding of the stock's performance and outlook.