Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Union Pacific UNP Stock Holding History

Envestnet Portfolio Solutions’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 		$21.9M Buy
80,345
+2,506
+3% +$658K 0.1% 123
2026
Q1 		$18.9M Sell
77,839
-22,652
-23% -$5.55M 0.1% 116
2025
Q4 		$23.2M Buy
100,491
+2,295
+2% +$524K 0.08% 122
2025
Q3 		$23.2M Buy
98,196
+4,859
+5% +$1.1M 0.09% 122
2025
Q2 		$21.5M Buy
93,337
+8,925
+11% +$1.98M 0.08% 125
2025
Q1 		$19.9M Sell
84,412
-21,194
-20% -$5.1M 0.08% 126
2024
Q4 		$24.1M Sell
105,606
-18,685
-15% -$4.42M 0.08% 120
2024
Q3 		$30.6M Sell
124,291
-2,509
-2% -$608K 0.1% 103
2024
Q2 		$28.7M Buy
126,800
+431
+0.3% +$101K 0.1% 105
2024
Q1 		$31.1M Buy
126,369
+20,173
+19% +$4.96M 0.12% 96
2023
Q4 		$26.1M Buy
106,196
+3,938
+4% +$866K 0.11% 105
2023
Q3 		$20.8M Buy
+102,258
New +$22.3M 0.1% 105

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Envestnet Portfolio Solutions's UNP Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Union Pacific (UNP) stake by 3.2% in Q2 2026, buying an estimated $658K and bringing the position to 80,345 shares worth $21.9M. The position accounts for 0.1% of the portfolio, ranked #123.

Envestnet Portfolio Solutions first reported a position in UNP in Q3 2023 and has held it in 12 quarters since. The position peaked at $31.1M in Q1 2024. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Envestnet Portfolio Solutions held 80,345 shares of Union Pacific worth $21.9M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 2,506 Union Pacific shares in Q2 2026, an estimated $658K.
  • Union Pacific made up 0.1% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #123 holding.
  • Envestnet Portfolio Solutions first reported a position in Union Pacific in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Union Pacific position peaked at $31.1M in Q1 2024.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.