Accurate Wealth Management
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Accurate Wealth Management’s Union Pacific UNP Stock Holding History

Accurate Wealth Management’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
Q3 		$326K Sell
1,157
-129
-10% -$37.5K 0.03% 458
2026
Q2 		$368K Buy
1,286
+254
+25% +$66.7K 0.04% 410
2026
Q1 		$259K Buy
1,032
+33
+3% +$8.08K 0.03% 449
2025
Q4 		$229K Sell
999
-30
-3% -$6.85K 0.03% 467
2025
Q3 		$233K Sell
1,029
-116
-10% -$26.1K 0.03% 450
2025
Q2 		$271K Sell
1,145
-62
-5% -$13.8K 0.04% 371
2025
Q1 		$264K Sell
1,207
-292
-19% -$70.3K 0.05% 317
2024
Q4 		$340K Sell
1,499
-157
-9% -$37.2K 0.07% 273
2024
Q3 		$407K Buy
1,656
+195
+13% +$47.3K 0.08% 235
2024
Q2 		$343K Buy
1,461
+182
+14% +$42.7K 0.08% 219
2024
Q1 		$297K Sell
1,279
-473
-27% -$116K 0.09% 216
2023
Q4 		$414K Sell
1,752
-337
-16% -$74.1K 0.13% 160
2023
Q3 		$441K Sell
2,089
-10,031
-83% -$2.18M 0.14% 148
2023
Q2 		$2.56M Buy
12,120
+3,534
+41% +$703K 0.8% 30
2023
Q1 		$1.7M Buy
8,586
+1,103
+15% +$224K 0.59% 42
2022
Q4 		$1.59M Sell
7,483
-6,607
-47% -$1.36M 0.58% 37
2022
Q3 		$2.8M Buy
14,090
+6,399
+83% +$1.42M 1.17% 21
2022
Q2 		$1.64M Buy
+7,691
New +$1.75M 0.89% 23

Other funds holding UNP

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Accurate Wealth Management's UNP Position: Q3 2026 in Review

Accurate Wealth Management reduced its Union Pacific (UNP) stake by 10% in Q3 2026, selling an estimated $37.5K and leaving 1,157 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #458.

Accurate Wealth Management first reported a position in UNP in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.8M in Q3 2022. 1,026 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Accurate Wealth Management held 1,157 shares of Union Pacific worth $326K as of Q3 2026.
  • Accurate Wealth Management sold 129 Union Pacific shares in Q3 2026, an estimated $37.5K.
  • Union Pacific made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #458 holding.
  • Accurate Wealth Management first reported a position in Union Pacific in Q2 2022 and has held it in 18 quarters since.
  • Accurate Wealth Management's Union Pacific position peaked at $2.8M in Q3 2022.
  • 1,026 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.