CarsonAllaria Wealth Management’s Union Pacific UNP Stock Holding History

CarsonAllaria 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	$602K	Hold	2,212	–	–	0.26%	37
2026 Q1	$537K	Hold	2,212	–	–	0.27%	37
2025 Q4	$512K	Hold	2,212	–	–	0.25%	37
2025 Q3	$523K	Hold	2,212	–	–	0.27%	37
2025 Q2	$509K	Hold	2,212	–	–	0.27%	36
2025 Q1	$523K	Hold	2,212	–	–	0.3%	35
2024 Q4	$504K	Hold	2,212	–	–	0.29%	37
2024 Q3	$545K	Sell	2,212 -135	-6%	-$32.7K	0.31%	36
2024 Q2	$531K	Hold	2,347	–	–	0.33%	33
2024 Q1	$577K	Buy	2,347 +266	+13%	+$65.5K	0.36%	34
2023 Q4	$511K	Sell	2,081 -436	-17%	-$95.9K	0.37%	33
2023 Q3	$513K	Hold	2,517	–	–	0.42%	30
2023 Q2	$515K	Sell	2,517 -60	-2%	-$11.9K	0.41%	31
2023 Q1	$519K	Buy	2,577 +3	+0.1%	+$608	0.44%	32
2022 Q4	$533K	Sell	2,574 -103	-4%	-$21.1K	0.47%	31
2022 Q3	$521K	Buy	2,677 +18	+0.7%	+$3.98K	0.48%	27
2022 Q2	$567K	Buy	2,659 +16	+0.6%	+$3.64K	0.53%	27
2022 Q1	$722K	Buy	2,643 +12	+0.5%	+$3.03K	0.65%	23
2021 Q4	$663K	Buy	+2,631	New	+$623K	0.59%	26

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

CarsonAllaria Wealth Management held its Union Pacific (UNP) position steady in Q2 2026 at 2,212 shares worth $602K. The position accounts for 0.26% of the portfolio, ranked #37.

CarsonAllaria Wealth Management first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. The position peaked at $722K in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

CarsonAllaria Wealth Management held 2,212 shares of Union Pacific worth $602K as of Q2 2026.
CarsonAllaria Wealth Management left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.26% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #37 holding.
CarsonAllaria Wealth Management first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
CarsonAllaria Wealth Management's Union Pacific position peaked at $722K in Q1 2022.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.