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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
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% -$31.3K 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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Altus Wealth Group's UNP Position: Q2 2026 in Review

Altus Wealth Group reduced its Union Pacific (UNP) stake by 0.86% in Q2 2026, selling an estimated $28.9K and leaving 12,689 shares worth $3.45M. The position accounts for 1.25% of the portfolio, ranked #17.

Altus Wealth Group first reported a position in UNP in Q4 2020 and has held it in 23 quarters since. 1,196 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Altus Wealth Group held 12,689 shares of Union Pacific worth $3.45M as of Q2 2026.
  • Altus Wealth Group sold 110 Union Pacific shares in Q2 2026, an estimated $28.9K.
  • Union Pacific made up 1.25% of Altus Wealth Group's portfolio in Q2 2026, its #17 holding.
  • Altus Wealth Group first reported a position in Union Pacific in Q4 2020 and has held it in 23 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.