Balance Wealth
UNP icon

Balance Wealth’s Union Pacific UNP Stock Holding History

Balance Wealth’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 		$138K Buy
+507
New +$147K 0.03% 204

Other funds holding UNP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Balance Wealth's UNP Position: Q3 2026 in Review

Balance Wealth opened a new position in Union Pacific (UNP) in Q3 2026: 507 shares worth $138K. The stake represents 0.03% of the portfolio and ranks #204 among its holdings.

1,839 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Balance Wealth held 507 shares of Union Pacific worth $138K as of Q3 2026.
  • Union Pacific was a new Balance Wealth position in Q3 2026.
  • Union Pacific made up 0.03% of Balance Wealth's portfolio in Q3 2026, its #204 holding.
  • 1,839 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.