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
$299 Hold
100
– – ﹤0.01% 1266
2026
Q1
$265 Buy
+100
New +$24.5K ﹤0.01% 1158

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. 2,895 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.
  • 2,895 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.