Altus Wealth Group
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Altus Wealth Group’s Union Pacific UNP Stock Holding History

Altus Wealth Group’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 		$3.44M Sell
12,628
-61
-0.5% -$17.7K 1.29% 15
2026
Q2 		$3.45M Sell
12,689
-110
-0.9% -$28.9K 1.25% 17
2026
Q1 		$3.11M Buy
12,799
+22
+0.2% +$5.39K 1.27% 16
2025
Q4 		$2.96M Buy
12,777
+202
+2% +$46.1K 1.18% 16
2025
Q3 		$2.97M Sell
12,575
-114
-0.9% -$25.7K 1.22% 15
2025
Q2 		$2.92M Sell
12,689
-10
-0.1% -$2.22K 1.29% 14
2025
Q1 		$3M Sell
12,699
-10
-0.1% -$2.41K 1.4% 12
2024
Q4 		$2.9M Sell
12,709
-132
-1% -$31.2K 1.28% 19
2024
Q3 		$3.17M Buy
12,841
+599
+5% +$145K 1.35% 17
2024
Q2 		$2.77M Sell
12,242
-13
-0.1% -$3.05K 1.39% 15
2024
Q1 		$3.01M Buy
12,255
+182
+2% +$44.8K 1.51% 17
2023
Q4 		$2.97M Buy
12,073
+1,042
+9% +$229K 1.64% 14
2023
Q3 		$2.25M Sell
11,031
-37
-0.3% -$8.06K 1.43% 16
2023
Q2 		$2.26M Buy
11,068
+8
+0.1% +$1.59K 1.39% 17
2023
Q1 		$2.23M Sell
11,060
-161
-1% -$32.6K 1.5% 17
2022
Q4 		$2.32M Buy
11,221
+1,733
+18% +$355K 1.76% 13
2022
Q3 		$1.86M Hold
9,488
– – 1.85% 12
2022
Q2 		$1.86M Sell
9,488
-18
-0.2% -$4.1K 1.85% 12
2022
Q1 		$2.6M Buy
9,506
+18
+0.2% +$4.54K 2.13% 13
2021
Q4 		$2.39M Hold
9,488
– – 1.97% 13
2021
Q3 		$1.86M Hold
9,488
– – 1.85% 12
2021
Q2 		$2.09M Sell
9,488
-9
-0.1% -$2K 2.04% 12
2021
Q1 		$2.14M Hold
9,497
– – 2.13% 12
2020
Q4 		$1.98M Buy
+9,497
New +$1.9M 1.89% 10

Other funds holding UNP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Altus Wealth Group's UNP Position: Q3 2026 in Review

Altus Wealth Group reduced its Union Pacific (UNP) stake by 0.48% in Q3 2026, selling an estimated $17.7K and leaving 12,628 shares worth $3.44M. The position accounts for 1.29% of the portfolio, ranked #15.

Altus Wealth Group first reported a position in UNP in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.45M in Q2 2026. 2,546 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Altus Wealth Group held 12,628 shares of Union Pacific worth $3.44M as of Q3 2026.
  • Altus Wealth Group sold 61 Union Pacific shares in Q3 2026, an estimated $17.7K.
  • Union Pacific made up 1.29% of Altus Wealth Group's portfolio in Q3 2026, its #15 holding.
  • Altus Wealth Group first reported a position in Union Pacific in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's Union Pacific position peaked at $3.45M in Q2 2026.
  • 2,546 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

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