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Evoke Wealth’s Union Pacific UNP Stock Holding History

Evoke Wealth’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 		– Sell
-11,090
Closed -$2.69M – 605
2026
Q1 		$2.69M Sell
11,090
-182
-2% -$44.6K 0.05% 147
2025
Q4 		$2.61M Buy
11,272
+1,420
+14% +$324K 0.05% 148
2025
Q3 		$2.33M Sell
9,852
-94
-0.9% -$21.2K 0.05% 148
2025
Q2 		$2.29M Buy
9,946
+209
+2% +$46.4K 0.05% 135
2025
Q1 		$2.3M Buy
9,737
+69
+0.7% +$16.6K 0.06% 124
2024
Q4 		$2.2M Buy
9,668
+93
+1% +$22K 0.06% 119
2024
Q3 		$2.36M Buy
+9,575
New +$2.32M 0.06% 112
2024
Q2 		– Sell
-9,609
Closed -$2.36M – 365
2024
Q1 		$2.36M Buy
+9,609
New +$2.36M 0.07% 100
2023
Q4 		– Sell
-9,411
Closed -$1.92M – 330
2023
Q3 		$1.92M Sell
9,411
-560
-6% -$122K 0.07% 119
2023
Q2 		$2.04M Buy
9,971
+651
+7% +$129K 0.07% 108
2023
Q1 		$1.88M Sell
9,320
-49
-0.5% -$9.93K 0.07% 114
2022
Q4 		$1.94M Sell
9,369
-775
-8% -$159K 0.07% 117
2022
Q3 		$1.98M Buy
10,144
+484
+5% +$107K 0.08% 101
2022
Q2 		$2.06M Sell
9,660
-68
-0.7% -$15.5K 0.08% 105
2022
Q1 		$2.66M Sell
9,728
-37
-0.4% -$9.34K 0.09% 102
2021
Q4 		$2.46M Buy
9,765
+105
+1% +$24.9K 0.08% 110
2021
Q3 		$1.89M Buy
9,660
+121
+1% +$26.1K 0.07% 123
2021
Q2 		$2.1M Buy
9,539
+41
+0.4% +$9.13K 0.08% 121
2021
Q1 		$2.09M Sell
9,498
-73
-0.8% -$15.3K 0.09% 112
2020
Q4 		$1.99M Buy
9,571
+53
+0.6% +$10.6K 0.13% 50
2020
Q3 		$1.87M Sell
9,518
-200
-2% -$37.2K 0.15% 47
2020
Q2 		$1.64M Sell
9,718
-1
-0% -$160 0.16% 42
2020
Q1 		$1.37M Sell
9,719
-153
-2% -$25.3K 0.2% 40
2019
Q4 		$1.78M Sell
9,872
-15
-0.2% -$2.57K 0.23% 44
2019
Q3 		$1.6M Buy
+9,887
New +$1.66M 0.2% 59

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

Evoke Wealth's UNP Position: Q2 2026 in Review

Evoke Wealth sold out of Union Pacific (UNP) in Q2 2026, closing a stake of 11,090 shares — an estimated $2.69M sold.

Evoke Wealth first reported a position in UNP in Q3 2019 and held it in 25 quarters. The position peaked at $2.69M in Q1 2026. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Evoke Wealth reported no remaining Union Pacific position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 11,090 Union Pacific shares in Q2 2026, an estimated $2.69M.
  • Evoke Wealth first reported a position in Union Pacific in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's Union Pacific position peaked at $2.69M in Q1 2026.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.