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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
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% -$9.87K 0.2% 65
2024
Q4 		$270K Buy
+1,185
New +$281K 0.2% 72

Other funds holding UNP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Broadway Wealth Solutions's UNP Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Union Pacific (UNP) stake by 5% in Q2 2026, buying an estimated $16.5K and bringing the position to 1,320 shares worth $359K. The position accounts for 0.17% of the portfolio, ranked #51.

Broadway Wealth Solutions first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. 914 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Broadway Wealth Solutions held 1,320 shares of Union Pacific worth $359K as of Q2 2026.
  • Broadway Wealth Solutions bought 63 Union Pacific shares in Q2 2026, an estimated $16.5K.
  • Union Pacific made up 0.17% of Broadway Wealth Solutions's portfolio in Q2 2026, its #51 holding.
  • Broadway Wealth Solutions first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
  • 914 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.