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Axxcess Wealth Management’s Union Pacific UNP Stock Holding History

Axxcess 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 		$4.72M Sell
17,363
-1,726
-9% -$453K 0.08% 241
2026
Q1 		$4.63M Sell
19,089
-6,259
-25% -$1.53M 0.15% 122
2025
Q4 		$5.86M Buy
25,348
+2,488
+11% +$568K 0.1% 183
2025
Q3 		$5.4M Buy
22,860
+3,635
+19% +$819K 0.11% 151
2025
Q2 		$4.42M Sell
19,225
-774
-4% -$172K 0.1% 159
2025
Q1 		$4.72M Buy
19,999
+1,446
+8% +$348K 0.13% 140
2024
Q4 		$4.23M Buy
18,553
+1,086
+6% +$257K 0.1% 151
2024
Q3 		$4.31M Buy
17,467
+515
+3% +$125K 0.11% 156
2024
Q2 		$3.84M Buy
16,952
+136
+0.8% +$31.9K 0.1% 161
2024
Q1 		$4.14M Buy
16,816
+718
+4% +$177K 0.11% 152
2023
Q4 		$3.95M Buy
16,098
+5,558
+53% +$1.22M 0.11% 148
2023
Q3 		$2.15M Buy
10,540
+6,001
+132% +$1.31M 0.07% 199
2023
Q2 		$929K Buy
4,539
+715
+19% +$142K 0.07% 246
2023
Q1 		$770K Buy
3,824
+59
+2% +$12K 0.06% 280
2022
Q4 		$780K Buy
3,765
+122
+3% +$25K 0.06% 267
2022
Q3 		$710K Buy
3,643
+134
+4% +$29.7K 0.07% 251
2022
Q2 		$748K Buy
3,509
+1,123
+47% +$256K 0.07% 232
2022
Q1 		$652K Buy
2,386
+1,510
+172% +$381K 0.05% 303
2021
Q4 		$221K Buy
+876
New +$207K 0.02% 566

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

Axxcess Wealth Management's UNP Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Union Pacific (UNP) stake by 9% in Q2 2026, selling an estimated $453K and leaving 17,363 shares worth $4.72M. The position accounts for 0.08% of the portfolio, ranked #241.

Axxcess Wealth Management first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.86M in Q4 2025. 1,339 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Axxcess Wealth Management held 17,363 shares of Union Pacific worth $4.72M as of Q2 2026.
  • Axxcess Wealth Management sold 1,726 Union Pacific shares in Q2 2026, an estimated $453K.
  • Union Pacific made up 0.08% of Axxcess Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Axxcess Wealth Management first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Union Pacific position peaked at $5.86M in Q4 2025.
  • 1,339 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.