Dynasty 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
$272K Sell
1,002
-159
-14% -$41.8K ﹤0.01% 327
2026
Q1
$282K Buy
+1,161
New +$284K ﹤0.01% 299
2018
Q4
Sell
-1,422
Closed -$232K 96
2018
Q3
$232K Buy
+1,422
New +$214K 0.3% 99

Other funds holding UNP

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

Dynasty Wealth Management reduced its Union Pacific (UNP) stake by 14% in Q2 2026, selling an estimated $41.8K and leaving 1,002 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Dynasty Wealth Management first reported a position in UNP in Q3 2018 and has held it in 3 quarters since. The position peaked at $282K in Q1 2026. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Dynasty Wealth Management held 1,002 shares of Union Pacific worth $272K as of Q2 2026.
  • Dynasty Wealth Management sold 159 Union Pacific shares in Q2 2026, an estimated $41.8K.
  • Union Pacific made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #327 holding.
  • Dynasty Wealth Management first reported a position in Union Pacific in Q3 2018 and has held it in 3 quarters since.
  • Dynasty Wealth Management's Union Pacific position peaked at $282K in Q1 2026.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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