Bay Harbor Wealth Management’s Union Pacific UNP Stock Holding History

Bay Harbor 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	$52K	Sell	191 -5	-3%	-$1.31K	0.01%	145
2026 Q1	$47.6K	Buy	196 +154	+367%	+$37.7K	0.01%	122
2025 Q4	$9.71K	Buy	42 +19	+83%	+$4.34K	﹤0.01%	184
2025 Q3	$5.44K	Hold	23	–	–	﹤0.01%	191
2025 Q2	$5.29K	Buy	23 +11	+92%	+$2.44K	﹤0.01%	178
2025 Q1	$2.83K	Buy	+12	New	+$2.89K	﹤0.01%	169

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bay Harbor Wealth Management's UNP Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Union Pacific (UNP) stake by 2.6% in Q2 2026, selling an estimated $1.31K and leaving 191 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #145.

Bay Harbor Wealth Management first reported a position in UNP in Q1 2025 and has held it in 6 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Bay Harbor Wealth Management held 191 shares of Union Pacific worth $52K as of Q2 2026.
Bay Harbor Wealth Management sold 5 Union Pacific shares in Q2 2026, an estimated $1.31K.
Union Pacific made up 0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #145 holding.
Bay Harbor Wealth Management first reported a position in Union Pacific in Q1 2025 and has held it in 6 quarters since.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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