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BlackDiamond Wealth Management’s Union Pacific UNP Stock Holding History

BlackDiamond 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 		$323K Sell
1,105
-211
-16% -$55.4K 0.13% 160
2026
Q1 		$319K Buy
1,316
+131
+11% +$32.1K 0.15% 132
2025
Q4 		$301K Sell
1,185
-38
-3% -$8.67K 0.15% 144
2025
Q3 		$289K Sell
1,223
-67
-5% -$15.1K 0.16% 123
2025
Q2 		$304K Sell
1,290
-40
-3% -$8.88K 0.18% 112
2025
Q1 		$288K Sell
1,330
-52
-4% -$12.5K 0.19% 103
2024
Q4 		$315K Sell
1,382
-23
-2% -$5.45K 0.18% 115
2024
Q3 		$336K Buy
1,405
+154
+12% +$37.3K 0.2% 110
2024
Q2 		$301K Buy
1,251
+144
+13% +$33.7K 0.2% 106
2024
Q1 		$272K Sell
1,107
-226
-17% -$55.6K 0.19% 117
2023
Q4 		$329K Buy
1,333
+172
+15% +$37.8K 0.24% 93
2023
Q3 		$239K Buy
1,161
+87
+8% +$18.9K 0.22% 105
2023
Q2 		$232K Buy
1,074
+24
+2% +$4.77K 0.2% 116
2023
Q1 		$204K Buy
1,050
+47
+5% +$9.53K 0.21% 109
2022
Q4 		$213K Buy
+1,003
New +$206K 0.24% 106
2022
Q3 		– Sell
-968
Closed -$208K – 116
2022
Q2 		$208K Buy
968
+48
+5% +$10.9K 0.26% 104
2022
Q1 		$251K Sell
920
-7
-0.8% -$1.77K 0.3% 93
2021
Q4 		$234K Buy
+927
New +$220K 0.27% 100

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

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

BlackDiamond Wealth Management reduced its Union Pacific (UNP) stake by 16% in Q2 2026, selling an estimated $55.4K and leaving 1,105 shares worth $323K. The position accounts for 0.13% of the portfolio, ranked #160.

BlackDiamond Wealth Management first reported a position in UNP in Q4 2021 and has held it in 18 quarters since. The position peaked at $336K in Q3 2024. 2,889 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • BlackDiamond Wealth Management held 1,105 shares of Union Pacific worth $323K as of Q2 2026.
  • BlackDiamond Wealth Management sold 211 Union Pacific shares in Q2 2026, an estimated $55.4K.
  • Union Pacific made up 0.13% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #160 holding.
  • BlackDiamond Wealth Management first reported a position in Union Pacific in Q4 2021 and has held it in 18 quarters since.
  • BlackDiamond Wealth Management's Union Pacific position peaked at $336K in Q3 2024.
  • 2,889 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.