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Atlantic Edge Private Wealth Management’s Union Pacific UNP Stock Holding History

Atlantic Edge Private Wealth Management’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 		$2.82M Buy
10,382
+3,825
+58% +$1M 0.58% 41
2026
Q1 		$1.59M Buy
6,557
+73
+1% +$17.9K 0.39% 55
2025
Q4 		$1.5M Buy
6,484
+75
+1% +$17.1K 0.37% 55
2025
Q3 		$1.51M Sell
6,409
-45
-0.7% -$10.1K 0.39% 57
2025
Q2 		$1.48M Sell
6,454
-235
-4% -$52.2K 0.41% 58
2025
Q1 		$1.58M Buy
6,689
+100
+2% +$24.1K 0.48% 51
2024
Q4 		$1.5M Buy
6,589
+72
+1% +$17K 0.47% 55
2024
Q3 		$1.61M Buy
6,517
+285
+5% +$69.1K 0.49% 53
2024
Q2 		$1.41M Sell
6,232
-3
-0% -$703 0.47% 55
2024
Q1 		$1.53M Buy
6,235
+307
+5% +$75.5K 0.53% 48
2023
Q4 		$1.46M Buy
+5,928
New +$1.3M 0.59% 44

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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Atlantic Edge Private Wealth Management's UNP Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Union Pacific (UNP) stake by 58% in Q2 2026, buying an estimated $1M and bringing the position to 10,382 shares worth $2.82M. The position accounts for 0.58% of the portfolio, ranked #41.

Atlantic Edge Private Wealth Management first reported a position in UNP in Q4 2023 and has held it in 11 quarters since. 1,092 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 10,382 shares of Union Pacific worth $2.82M as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 3,825 Union Pacific shares in Q2 2026, an estimated $1M.
  • Union Pacific made up 0.58% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
  • 1,092 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.