EWP
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Elevation Wealth Partners’s Union Pacific UNP Stock Holding History

Elevation Wealth Partners’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
Q3 		$62.3K Buy
229
+7
+3% +$2.04K 0.02% 322
2026
Q2 		$60.4K Buy
222
+59
+36% +$15.5K 0.02% 261
2026
Q1 		$39.5K Buy
163
+6
+4% +$1.47K 0.01% 275
2025
Q4 		$36.3K Hold
157
– – 0.01% 278
2025
Q3 		$37.1K Buy
157
+32
+26% +$7.21K 0.01% 273
2025
Q2 		$28.8K Hold
125
– – 0.01% 287
2025
Q1 		$29.5K Hold
125
– – 0.01% 281
2024
Q4 		$28.5K Buy
125
+30
+32% +$7.1K 0.01% 284
2024
Q3 		$23.4K Hold
95
– – 0.01% 288
2024
Q2 		$21.5K Hold
95
– – 0.01% 285
2024
Q1 		$23.4K Buy
+95
New +$23.4K 0.01% 286

Other funds holding UNP

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Elevation Wealth Partners's UNP Position: Q3 2026 in Review

Elevation Wealth Partners increased its Union Pacific (UNP) stake by 3.2% in Q3 2026, buying an estimated $2.04K and bringing the position to 229 shares worth $62.3K. The position accounts for 0.02% of the portfolio, ranked #322.

Elevation Wealth Partners first reported a position in UNP in Q1 2024 and has held it in 11 quarters since. 156 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • Elevation Wealth Partners held 229 shares of Union Pacific worth $62.3K as of Q3 2026.
  • Elevation Wealth Partners bought 7 Union Pacific shares in Q3 2026, an estimated $2.04K.
  • Union Pacific made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #322 holding.
  • Elevation Wealth Partners first reported a position in Union Pacific in Q1 2024 and has held it in 11 quarters since.
  • 156 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.