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Cypress Wealth Services’s Union Pacific UNP Stock Holding History

Cypress Wealth Services’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 		$234K Sell
859
-20
-2% -$5.25K 0.03% 387
2026
Q1 		$213K Buy
+879
New +$215K 0.03% 369
2022
Q2 		– Sell
-859
Closed -$235K – 259
2022
Q1 		$235K Sell
859
-32
-4% -$8.08K 0.06% 211
2021
Q4 		$224K Buy
+891
New +$211K 0.06% 210
2021
Q3 		– Sell
-1,180
Closed -$260K – 267
2021
Q2 		$260K Sell
1,180
-224
-16% -$49.9K 0.07% 211
2021
Q1 		$309K Buy
1,404
+278
+25% +$58.4K 0.06% 212
2020
Q4 		$234K Buy
+1,126
New +$225K 0.05% 246
2020
Q1 		– Sell
-1,152
Closed -$208K – 276
2019
Q4 		$208K Buy
+1,152
New +$197K 0.05% 239
2018
Q4 		– Sell
-2,774
Closed -$452K – 240
2018
Q3 		$452K Buy
2,774
+3
+0.1% +$452 0.16% 124
2018
Q2 		$393K Buy
2,771
+156
+6% +$21.7K 0.15% 138
2018
Q1 		$352K Sell
2,615
-83
-3% -$11.2K 0.15% 127
2017
Q4 		$362K Buy
+2,698
New +$325K 0.15% 131

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

Cypress Wealth Services's UNP Position: Q2 2026 in Review

Cypress Wealth Services reduced its Union Pacific (UNP) stake by 2.3% in Q2 2026, selling an estimated $5.25K and leaving 859 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #387.

Cypress Wealth Services first reported a position in UNP in Q4 2017 and has held it in 12 quarters since. The position peaked at $452K in Q3 2018. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Cypress Wealth Services held 859 shares of Union Pacific worth $234K as of Q2 2026.
  • Cypress Wealth Services sold 20 Union Pacific shares in Q2 2026, an estimated $5.25K.
  • Union Pacific made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #387 holding.
  • Cypress Wealth Services first reported a position in Union Pacific in Q4 2017 and has held it in 12 quarters since.
  • Cypress Wealth Services's Union Pacific position peaked at $452K in Q3 2018.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.