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Curated Wealth Partners’s Union Pacific UNP Stock Holding History

Curated 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 		$7.61M Buy
7,469,154
+7,465,137
+185,839% +$1.96B 0.98% 11
2026
Q1 		$975K Sell
4,017
-892
-18% -$218K 0.12% 69
2025
Q4 		$1.14M Sell
4,909
-178
-3% -$40.6K 0.12% 60
2025
Q3 		$1.2M Buy
5,087
+642
+14% +$145K 0.15% 50
2025
Q2 		$1.02M Buy
4,445
+57
+1% +$12.7K 0.12% 55
2025
Q1 		$1.04M Buy
4,388
+119
+3% +$28.6K 0.13% 51
2024
Q4 		$974K Buy
4,269
+246
+6% +$58.2K 0.11% 52
2024
Q3 		$992K Buy
4,023
+35
+0.9% +$8.49K 0.13% 48
2024
Q2 		$902K Buy
+3,988
New +$935K 0.13% 47
2024
Q1 		– Sell
-3,540
Closed -$871K – 260
2023
Q4 		$869K Sell
3,540
-85
-2% -$18.7K 0.14% 51
2023
Q3 		$738K Sell
3,625
-212
-6% -$46.2K 0.13% 57
2023
Q2 		$785K Sell
3,837
-83
-2% -$16.5K 0.15% 50
2023
Q1 		$789K Sell
3,920
-45
-1% -$9.12K 0.18% 45
2022
Q4 		$821K Buy
3,965
+319
+9% +$65.4K 0.2% 40
2022
Q3 		$710K Buy
3,646
+74
+2% +$16.4K 0.21% 41
2022
Q2 		$763K Buy
+3,572
New +$813K 0.22% 42

Other funds holding UNP

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Curated Wealth Partners increased its Union Pacific (UNP) stake by 185,839% in Q2 2026, buying an estimated $1.96B and bringing the position to 7,469,154 shares worth $7.61M. The position accounts for 0.98% of the portfolio, ranked #11.

Curated Wealth Partners first reported a position in UNP in Q2 2022 and has held it in 16 quarters since. 1,029 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Curated Wealth Partners held 7,469,154 shares of Union Pacific worth $7.61M as of Q2 2026.
  • Curated Wealth Partners bought 7,465,137 Union Pacific shares in Q2 2026, an estimated $1.96B.
  • Union Pacific made up 0.98% of Curated Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Curated Wealth Partners first reported a position in Union Pacific in Q2 2022 and has held it in 16 quarters since.
  • 1,029 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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