Focus Partners Wealth
UNP icon

Focus Partners Wealth’s Union Pacific UNP Stock Holding History

Focus Partners 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 		$88.2M Sell
324,320
-11,302
-3% -$2.97M 0.09% 213
2026
Q1 		$81.4M Buy
335,622
+17,224
+5% +$4.22M 0.09% 209
2025
Q4 		$73.7M Buy
318,398
+137,677
+76% +$31.4M 0.08% 212
2025
Q3 		$42.7M Buy
180,721
+6,295
+4% +$1.42M 0.07% 236
2025
Q2 		$40.1M Sell
174,426
-5,001
-3% -$1.11M 0.09% 219
2025
Q1 		$42.4M Sell
179,427
-8,240
-4% -$1.98M 0.11% 190
2024
Q4 		$42.8M Buy
187,667
+67,176
+56% +$15.9M 0.11% 179
2024
Q3 		$29.7M Sell
120,491
-25,141
-17% -$6.1M 0.09% 210
2024
Q2 		$33M Buy
145,632
+81,969
+129% +$19.2M 0.11% 183
2024
Q1 		$15.7M Buy
63,663
+17,581
+38% +$4.33M 0.13% 168
2023
Q4 		$11.3M Buy
+46,082
New +$10.1M 0.15% 142

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

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

Focus Partners Wealth reduced its Union Pacific (UNP) stake by 3.4% in Q2 2026, selling an estimated $2.97M and leaving 324,320 shares worth $88.2M. The position accounts for 0.09% of the portfolio, ranked #213.

Focus Partners Wealth first reported a position in UNP in Q4 2023 and has held it in 11 quarters since. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Focus Partners Wealth held 324,320 shares of Union Pacific worth $88.2M as of Q2 2026.
  • Focus Partners Wealth sold 11,302 Union Pacific shares in Q2 2026, an estimated $2.97M.
  • Union Pacific made up 0.09% of Focus Partners Wealth's portfolio in Q2 2026, its #213 holding.
  • Focus Partners Wealth first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

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