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Beverly Hills Private Wealth’s Union Pacific UNP Stock Holding History

Beverly Hills Private 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
Q2 		$457K Sell
1,682
-2,298
-58% -$603K 0.09% 161
2026
Q1 		$966K Buy
3,980
+75
+2% +$18.4K 0.16% 128
2025
Q4 		$903K Sell
3,905
-108
-3% -$24.7K 0.15% 130
2025
Q3 		$949K Sell
4,013
-254
-6% -$57.2K 0.17% 131
2025
Q2 		$982K Sell
4,267
-151
-3% -$33.5K 0.18% 128
2025
Q1 		$1.04M Sell
4,418
-247
-5% -$59.5K 0.21% 118
2024
Q4 		$1.06M Sell
4,665
-220
-5% -$52.1K 0.21% 114
2024
Q3 		$1.2M Sell
4,885
-932
-16% -$226K 0.24% 111
2024
Q2 		$1.32M Sell
5,817
-503
-8% -$118K 0.29% 92
2024
Q1 		$1.55M Sell
6,320
-667
-10% -$164K 0.36% 74
2023
Q4 		$1.72M Sell
6,987
-285
-4% -$62.7K 0.45% 68
2023
Q3 		$1.48M Sell
7,272
-7,950
-52% -$1.73M 0.44% 69
2023
Q2 		$3.48M Buy
15,222
+7,781
+105% +$1.55M 0.57% 54
2023
Q1 		$1.5M Buy
7,441
+951
+15% +$193K 0.46% 63
2022
Q4 		$1.34M Buy
+6,490
New +$1.33M 0.59% 55

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

Beverly Hills Private Wealth's UNP Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Union Pacific (UNP) stake by 58% in Q2 2026, selling an estimated $603K and leaving 1,682 shares worth $457K. The position accounts for 0.09% of the portfolio, ranked #161.

Beverly Hills Private Wealth first reported a position in UNP in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.48M in Q2 2023. 2,878 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Beverly Hills Private Wealth held 1,682 shares of Union Pacific worth $457K as of Q2 2026.
  • Beverly Hills Private Wealth sold 2,298 Union Pacific shares in Q2 2026, an estimated $603K.
  • Union Pacific made up 0.09% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #161 holding.
  • Beverly Hills Private Wealth first reported a position in Union Pacific in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Union Pacific position peaked at $3.48M in Q2 2023.
  • 2,878 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.