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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accurate Wealth Management's UNP Position: Q2 2026 in Review

Accurate Wealth Management increased its Union Pacific (UNP) stake by 25% in Q2 2026, buying an estimated $66.7K and bringing the position to 1,286 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #410.

Accurate Wealth Management first reported a position in UNP in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.8M in Q3 2022. 914 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Accurate Wealth Management held 1,286 shares of Union Pacific worth $368K as of Q2 2026.
  • Accurate Wealth Management bought 254 Union Pacific shares in Q2 2026, an estimated $66.7K.
  • Union Pacific made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #410 holding.
  • Accurate Wealth Management first reported a position in Union Pacific in Q2 2022 and has held it in 17 quarters since.
  • Accurate Wealth Management's Union Pacific position peaked at $2.8M in Q3 2022.
  • 914 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.