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Diversify Wealth Management’s Union Pacific UNP Stock Holding History

Diversify 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
Q1 		$265 Buy
+100
New +$24.5K ﹤0.01% 1158

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Diversify Wealth Management's UNP Position: Q1 2026 in Review

Diversify Wealth Management increased its Union Pacific (UNP) stake by 142% in Q1 2026, buying an estimated $5.79M and bringing the position to 40,334 shares worth $10.7M. The position accounts for 0.19% of the portfolio, ranked #108.

Diversify Wealth Management first reported a position in UNP in Q2 2024 and has held it in 8 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

  • Diversify Wealth Management held 40,334 shares of Union Pacific worth $10.7M as of Q1 2026.
  • Diversify Wealth Management bought 23,646 Union Pacific shares in Q1 2026, an estimated $5.79M.
  • Union Pacific made up 0.19% of Diversify Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Diversify Wealth Management first reported a position in Union Pacific in Q2 2024 and has held it in 8 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.