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Curio Wealth’s Union Pacific UNP Stock Holding History

Curio Wealth’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 		$208K Hold
763
– – 0.06% 76
2026
Q1 		$185K Buy
763
+5
+0.7% +$1.22K 0.06% 77
2025
Q4 		$178K Hold
758
– – 0.06% 82
2025
Q3 		$179K Hold
758
– – 0.07% 74
2025
Q2 		$174K Buy
758
+752
+12,533% +$167K 0.08% 80
2025
Q1 		$173K Sell
6
-752
-99% -$181K 0.09% 78
2024
Q4 		$173K Buy
+758
New +$179K 0.09% 72

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

Curio Wealth's UNP Position: Q2 2026 in Review

Curio Wealth held its Union Pacific (UNP) position steady in Q2 2026 at 763 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #76.

Curio Wealth first reported a position in UNP in Q4 2024 and has held it in 7 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Curio Wealth held 763 shares of Union Pacific worth $208K as of Q2 2026.
  • Curio Wealth left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.06% of Curio Wealth's portfolio in Q2 2026, its #76 holding.
  • Curio Wealth first reported a position in Union Pacific in Q4 2024 and has held it in 7 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.