Crown Wealth Group
UNP icon

Crown Wealth Group’s Union Pacific UNP Stock Holding History

Crown Wealth Group’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 		$246K Buy
905
+85
+10% +$24.7K 0.06% 126
2026
Q2 		$223K Buy
+820
New +$215K 0.06% 138

Other funds holding UNP

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Crown Wealth Group's UNP Position: Q3 2026 in Review

Crown Wealth Group increased its Union Pacific (UNP) stake by 10% in Q3 2026, buying an estimated $24.7K and bringing the position to 905 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #126.

Crown Wealth Group first reported a position in UNP in Q2 2026 and has held it in 2 quarters since. 2,454 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Crown Wealth Group held 905 shares of Union Pacific worth $246K as of Q3 2026.
  • Crown Wealth Group bought 85 Union Pacific shares in Q3 2026, an estimated $24.7K.
  • Union Pacific made up 0.06% of Crown Wealth Group's portfolio in Q3 2026, its #126 holding.
  • Crown Wealth Group first reported a position in Union Pacific in Q2 2026 and has held it in 2 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.