Boomfish Wealth Group’s Union Pacific UNP Stock Holding History

Boomfish Wealth Group’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	$2.01M	Sell	7,396 -67	-0.9%	-$19.5K	0.87%	47
2026 Q2	$2.03M	Sell	7,463 -94	-1%	-$24.7K	0.92%	48
2026 Q1	$1.83M	Buy	7,557 +74	+1%	+$18.1K	0.98%	50
2025 Q4	$1.73M	Sell	7,483 -60	-0.8%	-$13.7K	0.93%	47
2025 Q3	$1.78M	Buy	7,543 +291	+4%	+$65.6K	0.96%	44
2025 Q2	$1.67M	Buy	7,252 +430	+6%	+$95.5K	0.96%	46
2025 Q1	$1.61M	Sell	6,822 -59	-0.9%	-$14.2K	1.05%	47
2024 Q4	$1.57M	Buy	6,881 +663	+11%	+$157K	0.95%	45
2024 Q3	$1.53M	Buy	6,218 +135	+2%	+$32.7K	0.94%	43
2024 Q2	$1.38M	Buy	6,083 +314	+5%	+$73.6K	0.89%	48
2024 Q1	$1.42M	Buy	5,769 +19	+0.3%	+$4.68K	0.95%	42
2023 Q4	$1.41M	Buy	+5,750	New	+$1.26M	1.02%	41

Other funds holding UNP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Boomfish Wealth Group's UNP Position: Q3 2026 in Review

Boomfish Wealth Group reduced its Union Pacific (UNP) stake by 0.9% in Q3 2026, selling an estimated $19.5K and leaving 7,396 shares worth $2.01M. The position accounts for 0.87% of the portfolio, ranked #47.

Boomfish Wealth Group first reported a position in UNP in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.03M in Q2 2026. 1,713 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Boomfish Wealth Group held 7,396 shares of Union Pacific worth $2.01M as of Q3 2026.
Boomfish Wealth Group sold 67 Union Pacific shares in Q3 2026, an estimated $19.5K.
Union Pacific made up 0.87% of Boomfish Wealth Group's portfolio in Q3 2026, its #47 holding.
Boomfish Wealth Group first reported a position in Union Pacific in Q4 2023 and has held it in 12 quarters since.
Boomfish Wealth Group's Union Pacific position peaked at $2.03M in Q2 2026.
1,713 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.