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Clearstead Trust’s Union Pacific UNP Stock Holding History

Clearstead Trust’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 		$1.43M Buy
5,253
+2,142
+69% +$562K 0.19% 60
2026
Q1 		$755K Sell
3,111
-52
-2% -$12.7K 0.12% 88
2025
Q4 		$732K Sell
3,163
-602
-16% -$137K 0.12% 96
2025
Q3 		$890K Buy
3,765
+1
+0% +$225 0.15% 79
2025
Q2 		$866K Buy
3,764
+290
+8% +$64.4K 0.16% 79
2025
Q1 		$821K Sell
3,474
-66
-2% -$15.9K 0.18% 76
2024
Q4 		$807K Buy
3,540
+2,408
+213% +$570K 0.17% 74
2024
Q3 		$279K Sell
1,132
-29
-2% -$7.03K 0.07% 116
2024
Q2 		$263K Buy
1,161
+11
+1% +$2.58K 0.07% 115
2024
Q1 		$283K Sell
1,150
-315
-22% -$77.5K 0.07% 112
2023
Q4 		$360K Buy
1,465
+309
+27% +$67.9K 0.1% 114
2023
Q3 		$235K Buy
1,156
+74
+7% +$16.1K 0.08% 112
2023
Q2 		$221K Buy
1,082
+7
+0.7% +$1.39K 0.07% 116
2023
Q1 		$216K Sell
1,075
-15
-1% -$3.04K 0.07% 122
2022
Q4 		$226K Buy
1,090
+12
+1% +$2.46K 0.08% 122
2022
Q3 		$210K Buy
+1,078
New +$239K 0.07% 121
2020
Q1 		– Sell
-1
Closed – – 188
2019
Q4 		$0 Buy
+1
New +$171 ﹤0.01% 197

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 $3.37T AUM 44.26% 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

Clearstead Trust's UNP Position: Q2 2026 in Review

Clearstead Trust increased its Union Pacific (UNP) stake by 69% in Q2 2026, buying an estimated $562K and bringing the position to 5,253 shares worth $1.43M. The position accounts for 0.19% of the portfolio, ranked #60.

Clearstead Trust first reported a position in UNP in Q4 2019 and has held it in 17 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Clearstead Trust held 5,253 shares of Union Pacific worth $1.43M as of Q2 2026.
  • Clearstead Trust bought 2,142 Union Pacific shares in Q2 2026, an estimated $562K.
  • Union Pacific made up 0.19% of Clearstead Trust's portfolio in Q2 2026, its #60 holding.
  • Clearstead Trust first reported a position in Union Pacific in Q4 2019 and has held it in 17 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.