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Circle Wealth Management’s Union Pacific UNP Stock Holding History

Circle 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
2020
Q4 		– Sell
-1,500
Closed -$295K – 227
2020
Q3 		$295K Hold
1,500
– – 0.05% 159
2020
Q2 		$254K Buy
+1,500
New +$240K 0.04% 167

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 $3.38T AUM 44.17% 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

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

Circle Wealth Management increased its Union Pacific (UNP) stake by 0.13% in Q2 2026, buying an estimated $2.89K and bringing the position to 8,554 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #94.

Circle Wealth Management first reported a position in UNP in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.53M in Q1 2022. 2,895 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Circle Wealth Management held 8,554 shares of Union Pacific worth $2.33M as of Q2 2026.
  • Circle Wealth Management bought 11 Union Pacific shares in Q2 2026, an estimated $2.89K.
  • Union Pacific made up 0.03% of Circle Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Circle Wealth Management first reported a position in Union Pacific in Q4 2016 and has held it in 39 quarters since.
  • Circle Wealth Management's Union Pacific position peaked at $2.53M in Q1 2022.
  • 2,895 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.