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Alvarez & Marsal Private Wealth Partners’s Union Pacific UNP Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		– Sell
-1,216
Closed -$295K – 183
2026
Q1 		$295K Buy
+1,216
New +$298K 0.04% 121

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Geode Capital Management
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JP Morgan Chase
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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

Alvarez & Marsal Private Wealth Partners's UNP Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Union Pacific (UNP) in Q2 2026, closing a stake of 1,216 shares — an estimated $295K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in UNP in Q1 2026 and held it in 1 quarter. The position peaked at $295K in Q1 2026. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Union Pacific position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 1,216 Union Pacific shares in Q2 2026, an estimated $295K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Union Pacific in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Union Pacific position peaked at $295K in Q1 2026.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.