Corient Private Wealth
UNP icon

Corient Private Wealth’s Union Pacific UNP Stock Holding History

Corient Private Wealth’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 		$126M Buy
465,000
+2,773
+0.6% +$728K 0.18% 116
2026
Q1 		$111M Sell
462,227
-62,314
-12% -$15.3M 0.16% 131
2025
Q4 		$121M Buy
524,541
+79,972
+18% +$18.3M 0.17% 127
2025
Q3 		$105M Sell
444,569
-53,536
-11% -$12.1M 0.17% 130
2025
Q2 		$115M Sell
498,105
-52,418
-10% -$11.6M 0.15% 132
2025
Q1 		$130M Sell
550,523
-58,006
-10% -$14M 0.21% 111
2024
Q4 		$138M Sell
608,529
-58,973
-9% -$14M 0.23% 101
2024
Q3 		$165M Buy
667,502
+43,554
+7% +$10.6M 0.26% 89
2024
Q2 		$141M Sell
623,948
-14,372
-2% -$3.37M 0.25% 89
2024
Q1 		$157M Sell
638,320
-15,682
-2% -$3.86M 0.28% 82
2023
Q4 		$161M Buy
654,002
+92,683
+17% +$20.4M 0.3% 74
2023
Q3 		$114M Sell
561,319
-8,825
-2% -$1.92M 0.26% 91
2023
Q2 		$117M Buy
570,144
+31,194
+6% +$6.2M 0.27% 92
2023
Q1 		$108M Buy
538,950
+218,562
+68% +$44.3M 0.29% 85
2022
Q4 		$66.4M Buy
+320,388
New +$65.7M 0.24% 107

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

Corient Private Wealth's UNP Position: Q2 2026 in Review

Corient Private Wealth increased its Union Pacific (UNP) stake by 0.6% in Q2 2026, buying an estimated $728K and bringing the position to 465,000 shares worth $126M. The position accounts for 0.18% of the portfolio, ranked #116.

Corient Private Wealth first reported a position in UNP in Q4 2022 and has held it in 15 quarters since. The position peaked at $165M in Q3 2024. 2,884 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Corient Private Wealth held 465,000 shares of Union Pacific worth $126M as of Q2 2026.
  • Corient Private Wealth bought 2,773 Union Pacific shares in Q2 2026, an estimated $728K.
  • Union Pacific made up 0.18% of Corient Private Wealth's portfolio in Q2 2026, its #116 holding.
  • Corient Private Wealth first reported a position in Union Pacific in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Union Pacific position peaked at $165M in Q3 2024.
  • 2,884 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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