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Alteri Wealth’s Union Pacific UNP Stock Holding History

Alteri 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 		$1.21M Buy
4,440
+332
+8% +$87.2K 0.33% 69
2026
Q1 		$997K Buy
4,108
+169
+4% +$41.4K 0.32% 70
2025
Q4 		$911K Buy
3,939
+341
+9% +$77.8K 0.3% 77
2025
Q3 		$851K Buy
3,598
+283
+9% +$63.8K 0.29% 83
2025
Q2 		$763K Buy
3,315
+229
+7% +$50.8K 0.3% 84
2025
Q1 		$729K Sell
3,086
-21
-0.7% -$5.05K 0.32% 74
2024
Q4 		$709K Buy
+3,107
New +$736K 0.2% 77

Other funds holding UNP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Alteri Wealth's UNP Position: Q2 2026 in Review

Alteri Wealth increased its Union Pacific (UNP) stake by 8.1% in Q2 2026, buying an estimated $87.2K and bringing the position to 4,440 shares worth $1.21M. The position accounts for 0.33% of the portfolio, ranked #69.

Alteri Wealth first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. 1,352 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Alteri Wealth held 4,440 shares of Union Pacific worth $1.21M as of Q2 2026.
  • Alteri Wealth bought 332 Union Pacific shares in Q2 2026, an estimated $87.2K.
  • Union Pacific made up 0.33% of Alteri Wealth's portfolio in Q2 2026, its #69 holding.
  • Alteri Wealth first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.