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Daymark Wealth Partners’s Union Pacific UNP Stock Holding History

Daymark 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 		$6.28M Buy
23,106
+407
+2% +$107K 0.15% 113
2026
Q1 		$5.51M Sell
22,699
-126
-0.6% -$30.9K 0.17% 107
2025
Q4 		$5.28M Buy
22,825
+94
+0.4% +$21.5K 0.17% 107
2025
Q3 		$5.37M Buy
22,731
+646
+3% +$146K 0.18% 103
2025
Q2 		$5.08M Buy
22,085
+327
+2% +$72.6K 0.19% 99
2025
Q1 		$5.14M Sell
21,758
-2,417
-10% -$582K 0.22% 94
2024
Q4 		$5.51M Sell
24,175
-1,573
-6% -$372K 0.23% 92
2024
Q3 		$6.35M Sell
25,748
-193
-0.7% -$46.8K 0.27% 84
2024
Q2 		$5.87M Sell
25,941
-155
-0.6% -$36.3K 0.27% 80
2024
Q1 		$6.42M Buy
26,096
+98
+0.4% +$24.1K 0.35% 69
2023
Q4 		$6.39M Sell
25,998
-585
-2% -$129K 0.39% 58
2023
Q3 		$5.41M Sell
26,583
-121
-0.5% -$26.4K 0.37% 61
2023
Q2 		$5.46M Buy
26,704
+2,388
+10% +$475K 0.41% 59
2023
Q1 		$4.89M Buy
24,316
+8,421
+53% +$1.71M 0.65% 35
2022
Q4 		$3.29M Buy
+15,895
New +$3.26M 0.58% 40

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

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

Daymark Wealth Partners increased its Union Pacific (UNP) stake by 1.8% in Q2 2026, buying an estimated $107K and bringing the position to 23,106 shares worth $6.28M. The position accounts for 0.15% of the portfolio, ranked #113.

Daymark Wealth Partners first reported a position in UNP in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.42M in Q1 2024. 2,878 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Daymark Wealth Partners held 23,106 shares of Union Pacific worth $6.28M as of Q2 2026.
  • Daymark Wealth Partners bought 407 Union Pacific shares in Q2 2026, an estimated $107K.
  • Union Pacific made up 0.15% of Daymark Wealth Partners's portfolio in Q2 2026, its #113 holding.
  • Daymark Wealth Partners first reported a position in Union Pacific in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Union Pacific position peaked at $6.42M in Q1 2024.
  • 2,878 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.