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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

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. 1,033 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.
  • 1,033 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.