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Concord Wealth Partners’s Union Pacific UNP Stock Holding History

Concord Wealth Partners’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 		$4.13M Sell
15,171
-2,241
-13% -$588K 0.47% 49
2026
Q1 		$4.22M Buy
17,412
+2,753
+19% +$674K 0.55% 41
2025
Q4 		$3.39M Buy
14,659
+564
+4% +$129K 0.44% 49
2025
Q3 		$3.33M Buy
14,095
+1,346
+11% +$303K 0.46% 43
2025
Q2 		$2.93M Sell
12,749
-403
-3% -$89.5K 0.43% 52
2025
Q1 		$3.11M Sell
13,152
-530
-4% -$128K 0.51% 50
2024
Q4 		$3.12M Buy
13,682
+782
+6% +$185K 0.51% 49
2024
Q3 		$3.18M Buy
12,900
+654
+5% +$159K 0.53% 50
2024
Q2 		$2.77M Buy
12,246
+1,468
+14% +$344K 0.49% 51
2024
Q1 		$2.65M Buy
10,778
+1,343
+14% +$331K 0.48% 51
2023
Q4 		$2.32M Buy
9,435
+2,027
+27% +$446K 0.46% 51
2023
Q3 		$1.51M Buy
7,408
+4,198
+131% +$914K 0.32% 54
2023
Q2 		$657K Buy
3,210
+1,428
+80% +$284K 0.14% 91
2023
Q1 		$359K Buy
1,782
+420
+31% +$85.1K 0.1% 104
2022
Q4 		$282K Sell
1,362
-1,253
-48% -$257K 0.08% 129
2022
Q3 		$509K Sell
2,615
-224
-8% -$49.6K 0.16% 87
2022
Q2 		$606K Buy
2,839
+106
+4% +$24.1K 0.17% 87
2022
Q1 		$747K Buy
2,733
+138
+5% +$34.8K 0.19% 74
2021
Q4 		$654K Buy
2,595
+1,721
+197% +$408K 0.16% 79
2021
Q3 		$171K Sell
874
-1,360
-61% -$294K 0.07% 99
2021
Q2 		$491K Buy
2,234
+430
+24% +$95.8K 0.14% 66
2021
Q1 		$398K Buy
1,804
+895
+98% +$188K 0.13% 78
2020
Q4 		$189K Buy
+909
New +$182K 0.15% 79

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

Concord Wealth Partners's UNP Position: Q2 2026 in Review

Concord Wealth Partners reduced its Union Pacific (UNP) stake by 13% in Q2 2026, selling an estimated $588K and leaving 15,171 shares worth $4.13M. The position accounts for 0.47% of the portfolio, ranked #49.

Concord Wealth Partners first reported a position in UNP in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.22M in Q1 2026. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Concord Wealth Partners held 15,171 shares of Union Pacific worth $4.13M as of Q2 2026.
  • Concord Wealth Partners sold 2,241 Union Pacific shares in Q2 2026, an estimated $588K.
  • Union Pacific made up 0.47% of Concord Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • Concord Wealth Partners first reported a position in Union Pacific in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Union Pacific position peaked at $4.22M in Q1 2026.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.