CRI
UNP icon

Commonwealth Retirement Investments’s Union Pacific UNP Stock Holding History

Commonwealth Retirement Investments’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 		$644K Sell
2,368
-57
-2% -$15K 0.17% 84
2026
Q1 		$588K Sell
2,425
-70
-3% -$17.1K 0.18% 86
2025
Q4 		$577K Sell
2,495
-143
-5% -$32.6K 0.19% 87
2025
Q3 		$623K Sell
2,638
-493
-16% -$111K 0.21% 83
2025
Q2 		$720K Sell
3,131
-8,227
-72% -$1.83M 0.27% 81
2025
Q1 		$2.68M Buy
11,358
+255
+2% +$61.4K 1.09% 32
2024
Q4 		$2.53M Buy
11,103
+317
+3% +$75K 1.04% 32
2024
Q3 		$2.66M Buy
10,786
+98
+0.9% +$23.8K 1.11% 29
2024
Q2 		$2.42M Sell
10,688
-263
-2% -$61.6K 1.11% 25
2024
Q1 		$2.69M Sell
10,951
-23
-0.2% -$5.66K 1.29% 22
2023
Q4 		$2.7M Sell
10,974
-62
-0.6% -$13.6K 1.43% 22
2023
Q3 		$2.25M Buy
11,036
+336
+3% +$73.2K 1.3% 24
2023
Q2 		$2.19M Buy
+10,700
New +$2.13M 1.22% 29

Other funds holding UNP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Commonwealth Retirement Investments's UNP Position: Q2 2026 in Review

Commonwealth Retirement Investments reduced its Union Pacific (UNP) stake by 2.4% in Q2 2026, selling an estimated $15K and leaving 2,368 shares worth $644K. The position accounts for 0.17% of the portfolio, ranked #84.

Commonwealth Retirement Investments first reported a position in UNP in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.7M in Q4 2023. 1,443 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Commonwealth Retirement Investments held 2,368 shares of Union Pacific worth $644K as of Q2 2026.
  • Commonwealth Retirement Investments sold 57 Union Pacific shares in Q2 2026, an estimated $15K.
  • Union Pacific made up 0.17% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #84 holding.
  • Commonwealth Retirement Investments first reported a position in Union Pacific in Q2 2023 and has held it in 13 quarters since.
  • Commonwealth Retirement Investments's Union Pacific position peaked at $2.7M in Q4 2023.
  • 1,443 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.