Diversify Wealth Management’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.6M Buy
42,167
+1,833
+5% +$481K 0.21% 98
2026
Q1
$10.7M Buy
40,334
+23,646
+142% +$5.79M 0.19% 108
2025
Q4
$3.83M Buy
16,688
+149
+0.9% +$34K 0.18% 149
2025
Q3
$3.62M Buy
16,539
+782
+5% +$176K 0.21% 135
2025
Q2
$3.45M Buy
15,757
+1,782
+13% +$396K 0.21% 133
2025
Q1
$3M Buy
13,975
+3,524
+34% +$848K 0.22% 128
2024
Q4
$2.35M Buy
10,451
+4,201
+67% +$995K 0.18% 141
2024
Q3
$1.51M Buy
6,250
+1,573
+34% +$381K 0.15% 156
2024
Q2
$1.1M Buy
+4,677
New +$1.1M 0.14% 155

Other funds holding UNP

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

Diversify Wealth Management increased its Union Pacific (UNP) stake by 4.5% in Q2 2026, buying an estimated $481K and bringing the position to 42,167 shares worth $12.6M. The position accounts for 0.21% of the portfolio, ranked #98.

Diversify Wealth Management first reported a position in UNP in Q2 2024 and has held it in 9 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Diversify Wealth Management held 42,167 shares of Union Pacific worth $12.6M as of Q2 2026.
  • Diversify Wealth Management bought 1,833 Union Pacific shares in Q2 2026, an estimated $481K.
  • Union Pacific made up 0.21% of Diversify Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Diversify Wealth Management first reported a position in Union Pacific in Q2 2024 and has held it in 9 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.