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Evolve Private Wealth’s Union Pacific UNP Stock Holding History

Evolve Private 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
-3,039
Closed -$737K – 1221
2026
Q1 		$737K Buy
3,039
+1,074
+55% +$263K 0.04% 421
2025
Q4 		$455K Buy
+1,965
New +$449K 0.03% 566

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

Evolve Private Wealth's UNP Position: Q2 2026 in Review

Evolve Private Wealth sold out of Union Pacific (UNP) in Q2 2026, closing a stake of 3,039 shares — an estimated $737K sold.

Evolve Private Wealth first reported a position in UNP in Q4 2025 and held it in 2 quarters. The position peaked at $737K in Q1 2026. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Evolve Private Wealth reported no remaining Union Pacific position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 3,039 Union Pacific shares in Q2 2026, an estimated $737K.
  • Evolve Private Wealth first reported a position in Union Pacific in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Union Pacific position peaked at $737K in Q1 2026.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.