BWP
UNP icon

Balboa Wealth Partners’s Union Pacific UNP Stock Holding History

Balboa 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 		$346K Buy
+1,271
New +$334K 0.05% 308
2024
Q4 		– Sell
-995
Closed -$245K – 389
2024
Q3 		$245K Buy
995
+10
+1% +$2.42K 0.06% 223
2024
Q2 		$223K Buy
+985
New +$231K 0.06% 235

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Balboa Wealth Partners's UNP Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in Union Pacific (UNP) in Q2 2026: 1,271 shares worth $346K. The stake represents 0.05% of the portfolio and ranks #308 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in UNP as recently as Q3 2024.

Balboa Wealth Partners first reported a position in UNP in Q2 2024 and has held it in 3 quarters since. 2,891 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Balboa Wealth Partners held 1,271 shares of Union Pacific worth $346K as of Q2 2026.
  • Union Pacific was a new Balboa Wealth Partners position in Q2 2026.
  • Union Pacific made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #308 holding.
  • Balboa Wealth Partners first reported a position in Union Pacific in Q2 2024 and has held it in 3 quarters since.
  • 2,891 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.