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Alaethes Wealth’s Union Pacific UNP Stock Holding History

Alaethes Wealth’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 		$2.07M Buy
7,626
+12
+0.2% +$3.15K 0.6% 51
2026
Q1 		$1.85M Buy
7,614
+44
+0.6% +$10.8K 0.53% 62
2025
Q4 		$1.75M Sell
7,570
-245
-3% -$55.9K 0.49% 64
2025
Q3 		$1.85M Buy
7,815
+349
+5% +$78.7K 0.52% 67
2025
Q2 		$1.72M Buy
7,466
+332
+5% +$73.7K 0.51% 66
2025
Q1 		$1.69M Buy
7,134
+264
+4% +$63.5K 0.62% 57
2024
Q4 		$1.57M Buy
6,870
+99
+1% +$23.4K 0.56% 64
2024
Q3 		$1.67M Buy
6,771
+381
+6% +$92.4K 0.62% 61
2024
Q2 		$1.45M Buy
6,390
+178
+3% +$41.7K 0.6% 64
2024
Q1 		$1.53M Sell
6,212
-117
-2% -$28.8K 0.67% 60
2023
Q4 		$1.55M Buy
6,329
+86
+1% +$18.9K 0.74% 50
2023
Q3 		$1.27M Buy
6,243
+312
+5% +$67.9K 0.7% 60
2023
Q2 		$1.21M Buy
5,931
+174
+3% +$34.6K 0.67% 59
2023
Q1 		$1.16M Buy
5,757
+398
+7% +$80.7K 0.68% 62
2022
Q4 		$1.11M Buy
5,359
+252
+5% +$51.7K 0.76% 59
2022
Q3 		$995K Buy
5,107
+211
+4% +$46.7K 0.73% 58
2022
Q2 		$1.04M Buy
4,896
+162
+3% +$36.9K 0.77% 53
2022
Q1 		$1.29M Sell
4,734
-13
-0.3% -$3.28K 0.82% 43
2021
Q4 		$1.2M Buy
4,747
+88
+2% +$20.8K 0.75% 52
2021
Q3 		$913K Buy
4,659
+479
+11% +$103K 0.66% 61
2021
Q2 		$919K Buy
4,180
+496
+13% +$110K 0.71% 58
2021
Q1 		$812K Buy
+3,684
New +$774K 0.75% 54

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Alaethes Wealth's UNP Position: Q2 2026 in Review

Alaethes Wealth increased its Union Pacific (UNP) stake by 0.16% in Q2 2026, buying an estimated $3.15K and bringing the position to 7,626 shares worth $2.07M. The position accounts for 0.6% of the portfolio, ranked #51.

Alaethes Wealth first reported a position in UNP in Q1 2021 and has held it in 22 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Alaethes Wealth held 7,626 shares of Union Pacific worth $2.07M as of Q2 2026.
  • Alaethes Wealth bought 12 Union Pacific shares in Q2 2026, an estimated $3.15K.
  • Union Pacific made up 0.6% of Alaethes Wealth's portfolio in Q2 2026, its #51 holding.
  • Alaethes Wealth first reported a position in Union Pacific in Q1 2021 and has held it in 22 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.