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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
2024
Q2 		– Sell
-3,405
Closed -$837K – 253
2024
Q1 		$837K Buy
+3,405
New +$838K 0.12% 56

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

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

Curated Wealth Partners reduced its Union Pacific (UNP) stake by 63% in Q2 2026, selling an estimated $669K and leaving 1,468 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #134.

Curated Wealth Partners first reported a position in UNP in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.2M in Q3 2025. 2,882 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Curated Wealth Partners held 1,468 shares of Union Pacific worth $399K as of Q2 2026.
  • Curated Wealth Partners sold 2,549 Union Pacific shares in Q2 2026, an estimated $669K.
  • Union Pacific made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #134 holding.
  • Curated Wealth Partners first reported a position in Union Pacific in Q2 2022 and has held it in 16 quarters since.
  • Curated Wealth Partners's Union Pacific position peaked at $1.2M in Q3 2025.
  • 2,882 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.