Correct Capital Wealth Management’s Union Pacific UNP Stock Holding History

Correct Capital 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
2026 Q3	$2.94M	Sell	10,821 -150	-1%	-$43.6K	0.5%	26
2026 Q2	$2.98M	Sell	10,971 -182	-2%	-$47.8K	0.51%	26
2026 Q1	$2.71M	Sell	11,153 -48	-0.4%	-$11.8K	0.51%	28
2025 Q4	$2.59M	Buy	11,201 +898	+9%	+$205K	0.49%	31
2025 Q3	$2.44M	Sell	10,303 -5	-0%	-$1.13K	0.4%	34
2025 Q2	$2.37M	Buy	10,308 +570	+6%	+$127K	0.35%	28
2025 Q1	$2.3M	Buy	9,738 +611	+7%	+$147K	0.37%	27
2024 Q4	$2.08M	Buy	9,127 +5,990	+191%	+$1.42M	0.41%	25
2024 Q3	$773K	Sell	3,137 -150	-5%	-$36.4K	0.17%	60
2024 Q2	$744K	Hold	3,287	–	–	0.17%	60
2024 Q1	$808K	Hold	3,287	–	–	0.19%	67
2023 Q4	$807K	Buy	+3,287	New	+$723K	0.2%	51

Other funds holding UNP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Correct Capital Wealth Management's UNP Position: Q3 2026 in Review

Correct Capital Wealth Management reduced its Union Pacific (UNP) stake by 1.4% in Q3 2026, selling an estimated $43.6K and leaving 10,821 shares worth $2.94M. The position accounts for 0.5% of the portfolio, ranked #26.

Correct Capital Wealth Management first reported a position in UNP in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.98M in Q2 2026. 1,985 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

Correct Capital Wealth Management held 10,821 shares of Union Pacific worth $2.94M as of Q3 2026.
Correct Capital Wealth Management sold 150 Union Pacific shares in Q3 2026, an estimated $43.6K.
Union Pacific made up 0.5% of Correct Capital Wealth Management's portfolio in Q3 2026, its #26 holding.
Correct Capital Wealth Management first reported a position in Union Pacific in Q4 2023 and has held it in 12 quarters since.
Correct Capital Wealth Management's Union Pacific position peaked at $2.98M in Q2 2026.
1,985 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Correct Capital Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.