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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
2020
Q4 		– Sell
-1,121
Closed -$221K – 492
2020
Q3 		$221K Buy
+1,121
New +$208K 0.06% 238

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

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. 1,107 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.
  • 1,107 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.