Edge Wealth Management’s Union Pacific UNP Stock Holding History

Edge 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 Q2	$715K	Hold	2,630	–	–	0.12%	41
2026 Q1	$638K	Hold	2,630	–	–	0.11%	43
2025 Q4	$608K	Hold	2,630	–	–	0.11%	41
2025 Q3	$622K	Hold	2,630	–	–	0.11%	45
2025 Q2	$605K	Hold	2,630	–	–	0.12%	45
2025 Q1	$621K	Hold	2,630	–	–	0.13%	42
2024 Q4	$600K	Hold	2,630	–	–	0.12%	42
2024 Q3	$648K	Hold	2,630	–	–	0.13%	41
2024 Q2	$595K	Hold	2,630	–	–	0.13%	42
2024 Q1	$647K	Hold	2,630	–	–	0.14%	44
2023 Q4	$646K	Hold	2,630	–	–	0.14%	44
2023 Q3	$536K	Sell	2,630 -23	-0.9%	-$5.01K	0.13%	50
2023 Q2	$543K	Hold	2,653	–	–	0.12%	52
2023 Q1	$534K	Hold	2,653	–	–	0.12%	49
2022 Q4	$544K	Hold	2,653	–	–	0.13%	50
2022 Q3	$521K	Hold	2,653	–	–	0.12%	51
2022 Q2	$566K	Hold	2,653	–	–	0.12%	52
2022 Q1	$725K	Hold	2,653	–	–	0.14%	54
2021 Q4	$668K	Hold	2,653	–	–	0.12%	60
2021 Q3	$520K	Hold	2,653	–	–	0.1%	63
2021 Q2	$582K	Hold	2,653	–	–	0.12%	65
2021 Q1	$585K	Buy	2,653 +23	+0.9%	+$4.83K	0.12%	62
2020 Q4	$546K	Hold	2,630	–	–	0.12%	64
2020 Q3	$518K	Hold	2,630	–	–	0.12%	69
2020 Q2	$445K	Hold	2,630	–	–	0.08%	100
2020 Q1	$369K	Hold	2,630	–	–	0.08%	106
2019 Q4	$473K	Hold	2,630	–	–	0.09%	103
2019 Q3	$426K	Hold	2,630	–	–	0.1%	101
2019 Q2	$445K	Hold	2,630	–	–	0.1%	104
2019 Q1	$440K	Hold	2,630	–	–	0.11%	100
2018 Q4	$364K	Hold	2,630	–	–	0.1%	105
2018 Q3	$428K	Sell	2,630 -750	-22%	-$113K	0.1%	94
2018 Q2	$479K	Hold	3,380	–	–	0.12%	101
2018 Q1	$454K	Hold	3,380	–	–	0.12%	90
2017 Q4	$455K	Sell	3,380 -250	-7%	-$30.2K	0.13%	90
2017 Q3	$421K	Hold	3,630	–	–	0.13%	90
2017 Q2	$395K	Hold	3,630	–	–	0.12%	91
2017 Q1	$386K	Sell	3,630 -258	-7%	-$27.5K	0.13%	85
2016 Q4	$403K	Buy	3,888 +3,000	+338%	+$295K	0.15%	90
2016 Q3	$87K	Hold	888	–	–	0.04%	151
2016 Q2	$77K	Buy	888 +588	+196%	+$49.7K	0.03%	153
2016 Q1	$24K	Sell	300 -300	-50%	-$23.2K	0.01%	216
2015 Q4	$47K	Sell	600 -100	-14%	-$8.58K	0.02%	193
2015 Q3	$61K	Hold	700	–	–	0.02%	163
2015 Q2	$67K	Hold	700	–	–	0.02%	170
2015 Q1	$76K	Hold	700	–	–	0.03%	155
2014 Q4	$84K	Hold	700	–	–	0.03%	157
2014 Q3	$76K	Hold	700	–	–	0.03%	155
2014 Q2	$70K	Buy	700 +200	+40%	+$19.4K	0.03%	161
2014 Q1	$47K	Hold	500	–	–	0.02%	182
2013 Q4	$42K	Hold	500	–	–	0.02%	172
2013 Q3	$39K	Sell	500 -20	-4%	-$1.58K	0.02%	159
2013 Q2	$40K	Buy	+520	New	+$39.2K	0.03%	146

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Edge Wealth Management held its Union Pacific (UNP) position steady in Q2 2026 at 2,630 shares worth $715K. The position accounts for 0.12% of the portfolio, ranked #41.

Edge Wealth Management first reported a position in UNP in Q2 2013 and has held it in 53 quarters since. The position peaked at $725K in Q1 2022. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Edge Wealth Management held 2,630 shares of Union Pacific worth $715K as of Q2 2026.
Edge Wealth Management left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.12% of Edge Wealth Management's portfolio in Q2 2026, its #41 holding.
Edge Wealth Management first reported a position in Union Pacific in Q2 2013 and has held it in 53 quarters since.
Edge Wealth Management's Union Pacific position peaked at $725K in Q1 2022.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.