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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Elevation Wealth Partners's UNP Position: Q2 2026 in Review

Elevation Wealth Partners increased its Union Pacific (UNP) stake by 36% in Q2 2026, buying an estimated $15.5K and bringing the position to 222 shares worth $60.4K. The position accounts for 0.02% of the portfolio, ranked #261.

Elevation Wealth Partners first reported a position in UNP in Q1 2024 and has held it in 10 quarters since. 1,196 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Elevation Wealth Partners held 222 shares of Union Pacific worth $60.4K as of Q2 2026.
Elevation Wealth Partners bought 59 Union Pacific shares in Q2 2026, an estimated $15.5K.
Union Pacific made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #261 holding.
Elevation Wealth Partners first reported a position in Union Pacific in Q1 2024 and has held it in 10 quarters since.
1,196 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.