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Cyndeo Wealth Partners’s Union Pacific UNP Stock Holding History

Cyndeo 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 		$10.4M Buy
38,118
+524
+1% +$138K 0.49% 66
2026
Q1 		$9.12M Buy
37,594
+1,873
+5% +$459K 0.48% 68
2025
Q4 		$8.26M Sell
35,721
-6,242
-15% -$1.42M 0.45% 66
2025
Q3 		$9.92M Sell
41,963
-1,010
-2% -$228K 0.55% 47
2025
Q2 		$9.89M Buy
42,973
+891
+2% +$198K 0.59% 42
2025
Q1 		$9.94M Sell
42,082
-6,314
-13% -$1.52M 0.65% 41
2024
Q4 		$11M Buy
48,396
+2,321
+5% +$549K 0.75% 32
2024
Q3 		$11.4M Buy
46,075
+15,446
+50% +$3.75M 0.79% 28
2024
Q2 		$6.93M Buy
30,629
+2,521
+9% +$591K 0.54% 49
2024
Q1 		$6.91M Sell
28,108
-5,613
-17% -$1.38M 0.57% 47
2023
Q4 		$8.28M Buy
33,721
+7,888
+31% +$1.73M 0.77% 28
2023
Q3 		$5.26M Sell
25,833
-3,333
-11% -$726K 0.55% 54
2023
Q2 		$5.97M Buy
29,166
+5,915
+25% +$1.18M 0.62% 51
2023
Q1 		$4.68M Buy
23,251
+2,163
+10% +$438K 0.5% 61
2022
Q4 		$4.37M Buy
+21,088
New +$4.33M 0.51% 64

Other funds holding UNP

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
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its Union Pacific (UNP) stake by 1.4% in Q2 2026, buying an estimated $138K and bringing the position to 38,118 shares worth $10.4M. The position accounts for 0.49% of the portfolio, ranked #66.

Cyndeo Wealth Partners first reported a position in UNP in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.4M in Q3 2024. 645 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Cyndeo Wealth Partners held 38,118 shares of Union Pacific worth $10.4M as of Q2 2026.
  • Cyndeo Wealth Partners bought 524 Union Pacific shares in Q2 2026, an estimated $138K.
  • Union Pacific made up 0.49% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #66 holding.
  • Cyndeo Wealth Partners first reported a position in Union Pacific in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Union Pacific position peaked at $11.4M in Q3 2024.
  • 645 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.