Broadway Wealth Solutions
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Broadway Wealth Solutions’s Union Pacific UNP Stock Holding History

Broadway Wealth Solutions’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 		$355K Sell
1,303
-17
-1% -$4.94K 0.16% 57
2026
Q2 		$359K Buy
1,320
+63
+5% +$16.5K 0.17% 51
2026
Q1 		$305K Sell
1,257
-23
-2% -$5.63K 0.16% 71
2025
Q4 		$296K Sell
1,280
-3
-0.2% -$685 0.16% 70
2025
Q3 		$303K Buy
1,283
+74
+6% +$16.7K 0.17% 64
2025
Q2 		$278K Buy
1,209
+65
+6% +$14.4K 0.17% 73
2025
Q1 		$270K Sell
1,144
-41
-3% -$9.9K 0.2% 65
2024
Q4 		$270K Buy
+1,185
New +$281K 0.2% 72

Other funds holding UNP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Broadway Wealth Solutions's UNP Position: Q3 2026 in Review

Broadway Wealth Solutions reduced its Union Pacific (UNP) stake by 1.3% in Q3 2026, selling an estimated $4.94K and leaving 1,303 shares worth $355K. The position accounts for 0.16% of the portfolio, ranked #57.

Broadway Wealth Solutions first reported a position in UNP in Q4 2024 and has held it in 8 quarters since. The position peaked at $359K in Q2 2026. 1,985 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Broadway Wealth Solutions held 1,303 shares of Union Pacific worth $355K as of Q3 2026.
  • Broadway Wealth Solutions sold 17 Union Pacific shares in Q3 2026, an estimated $4.94K.
  • Union Pacific made up 0.16% of Broadway Wealth Solutions's portfolio in Q3 2026, its #57 holding.
  • Broadway Wealth Solutions first reported a position in Union Pacific in Q4 2024 and has held it in 8 quarters since.
  • Broadway Wealth Solutions's Union Pacific position peaked at $359K in Q2 2026.
  • 1,985 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.