1 North Wealth Services’s Union Pacific UNP Stock Holding History

1 North Wealth Services’s Portfolio UNP Stock Details UNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.36K	Hold	5	–	–	﹤0.01%	291
2026 Q1	$1.21K	Hold	5	–	–	﹤0.01%	255
2025 Q4	$1.16K	Hold	5	–	–	﹤0.01%	266
2025 Q3	$1.18K	Hold	5	–	–	﹤0.01%	244
2025 Q2	$1.15K	Hold	5	–	–	﹤0.01%	247
2025 Q1	$1.18K	Buy	+5	New	+$1.2K	﹤0.01%	245
2019 Q4	$5K	Hold	26	–	–	﹤0.01%	257
2019 Q3	$4K	Buy	+26	New	+$4.37K	﹤0.01%	237
2019 Q1	$4K	Buy	+26	New	+$4.18K	﹤0.01%	218

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

1 North Wealth Services's UNP Position: Q2 2026 in Review

1 North Wealth Services held its Union Pacific (UNP) position steady in Q2 2026 at 5 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

1 North Wealth Services first reported a position in UNP in Q1 2019 and has held it in 9 quarters since. The position peaked at $5K in Q4 2019. 2,865 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

1 North Wealth Services held 5 shares of Union Pacific worth $1.36K as of Q2 2026.
1 North Wealth Services left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #291 holding.
1 North Wealth Services first reported a position in Union Pacific in Q1 2019 and has held it in 9 quarters since.
1 North Wealth Services's Union Pacific position peaked at $5K in Q4 2019.
2,865 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.