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Dakota Wealth Management’s Union Pacific UNP Stock Holding History

Dakota Wealth Management’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 		$12M Buy
44,093
+13,554
+44% +$3.56M 0.23% 95
2026
Q1 		$7.41M Sell
30,539
-1,094
-3% -$268K 0.16% 132
2025
Q4 		$7.32M Buy
31,633
+18,017
+132% +$4.11M 0.13% 130
2025
Q3 		$3.22M Sell
13,616
-1,035
-7% -$233K 0.06% 196
2025
Q2 		$3.37M Buy
14,651
+304
+2% +$67.5K 0.07% 204
2025
Q1 		$3.39M Sell
14,347
-462
-3% -$111K 0.08% 187
2024
Q4 		$3.38M Sell
14,809
-1,018
-6% -$241K 0.08% 194
2024
Q3 		$3.9M Buy
15,827
+226
+1% +$54.8K 0.09% 198
2024
Q2 		$3.53M Buy
15,601
+39
+0.3% +$9.14K 0.08% 206
2024
Q1 		$3.83M Buy
15,562
+3
+0% +$738 0.1% 186
2023
Q4 		$3.82M Buy
15,559
+282
+2% +$62K 0.15% 147
2023
Q3 		$3.11M Buy
15,277
+238
+2% +$51.8K 0.14% 156
2023
Q2 		$3.08M Buy
15,039
+1,510
+11% +$300K 0.14% 137
2023
Q1 		$2.72M Sell
13,529
-90
-0.7% -$18.2K 0.18% 130
2022
Q4 		$2.82M Buy
13,619
+756
+6% +$155K 0.2% 122
2022
Q3 		$2.51M Buy
12,863
+9,449
+277% +$2.09M 0.2% 121
2022
Q2 		$729K Buy
3,414
+1,332
+64% +$303K 0.07% 227
2022
Q1 		$569K Buy
+2,082
New +$526K 0.05% 267
2019
Q3 		– Sell
-6,875
Closed -$1.16M – 329
2019
Q2 		$1.16M Buy
6,875
+2,340
+52% +$401K 0.22% 98
2019
Q1 		$758K Buy
4,535
+1,730
+62% +$278K 0.15% 140
2018
Q4 		$457K Hold
2,805
– – 0.1% 165
2018
Q3 		$457K Sell
2,805
-1,143
-29% -$172K 0.1% 162
2018
Q2 		$559K Buy
+3,948
New +$550K 0.16% 114
2016
Q1 		– Sell
-4,601
Closed -$360K – 53
2015
Q4 		$360K Hold
4,601
– – 0.24% 39
2015
Q3 		$407K Hold
4,601
– – 0.28% 38
2015
Q2 		$439K Sell
4,601
-17
-0.4% -$1.77K 0.27% 40
2015
Q1 		$500K Sell
4,618
-90
-2% -$10.6K 0.3% 37
2014
Q4 		$560K Buy
+4,708
New +$541K 0.35% 35

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

Dakota Wealth Management's UNP Position: Q2 2026 in Review

Dakota Wealth Management increased its Union Pacific (UNP) stake by 44% in Q2 2026, buying an estimated $3.56M and bringing the position to 44,093 shares worth $12M. The position accounts for 0.23% of the portfolio, ranked #95.

Dakota Wealth Management first reported a position in UNP in Q4 2014 and has held it in 28 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Dakota Wealth Management held 44,093 shares of Union Pacific worth $12M as of Q2 2026.
  • Dakota Wealth Management bought 13,554 Union Pacific shares in Q2 2026, an estimated $3.56M.
  • Union Pacific made up 0.23% of Dakota Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Dakota Wealth Management first reported a position in Union Pacific in Q4 2014 and has held it in 28 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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