Focused Wealth Management’s Union Pacific UNP Stock Holding History

Focused Wealth Management’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	$522K	Buy	1,918 +88	+5%	+$23.1K	0.05%	133
2026 Q1	$444K	Buy	1,830 +18	+1%	+$4.41K	0.05%	124
2025 Q4	$419K	Sell	1,812 -165	-8%	-$37.7K	0.04%	120
2025 Q3	$467K	Buy	1,977 +9	+0.5%	+$2.03K	0.05%	112
2025 Q2	$453K	Buy	1,968 +9	+0.5%	+$2K	0.05%	105
2025 Q1	$463K	Sell	1,959 -6	-0.3%	-$1.44K	0.06%	93
2024 Q4	$448K	Buy	1,965 +9	+0.5%	+$2.13K	0.06%	89
2024 Q3	$482K	Buy	1,956 +9	+0.5%	+$2.18K	0.06%	110
2024 Q2	$441K	Buy	1,947 +14	+0.7%	+$3.28K	0.06%	101
2024 Q1	$475K	Buy	1,933 +428	+28%	+$105K	0.07%	89
2023 Q4	$370K	Buy	1,505 +12	+0.8%	+$2.64K	0.06%	91
2023 Q3	$304K	Sell	1,493 -8	-0.5%	-$1.74K	0.05%	101
2023 Q2	$307K	Buy	1,501 +157	+12%	+$31.2K	0.06%	106
2023 Q1	$271K	Hold	1,344	–	–	0.05%	116
2022 Q4	$278K	Buy	1,344 +13	+1%	+$2.67K	0.06%	107
2022 Q3	$259K	Buy	1,331 +6	+0.5%	+$1.33K	0.05%	108
2022 Q2	$283K	Buy	1,325 +4	+0.3%	+$910	0.05%	113
2022 Q1	$361K	Hold	1,321	–	–	0.06%	107
2021 Q4	$333K	Sell	1,321 -860	-39%	-$204K	0.05%	118
2021 Q3	$428K	Buy	2,181 +9	+0.4%	+$1.94K	0.07%	107
2021 Q2	$478K	Buy	2,172 +8	+0.4%	+$1.78K	0.08%	100
2021 Q1	$477K	Buy	2,164 +27	+1%	+$5.67K	0.08%	99
2020 Q4	$445K	Buy	2,137 +17	+0.8%	+$3.4K	0.09%	100
2020 Q3	$417K	Buy	2,120 +10	+0.5%	+$1.86K	0.09%	96
2020 Q2	$357K	Buy	2,110 +13	+0.6%	+$2.08K	0.08%	99
2020 Q1	$296K	Hold	2,097	–	–	0.09%	98
2019 Q4	$379K	Sell	2,097 -778	-27%	-$133K	0.09%	97
2019 Q3	$466K	Sell	2,875 -172	-6%	-$28.9K	0.13%	82
2019 Q2	$515K	Hold	3,047	–	–	0.14%	80
2019 Q1	$509K	Buy	3,047 +1,775	+140%	+$286K	0.15%	82
2018 Q4	$176K	Buy	+1,272	New	+$188K	0.06%	151
2018 Q3	–	Sell	-375	Closed	-$53K	–	720
2018 Q2	$53K	Hold	375	–	–	0.02%	275
2018 Q1	$50K	Hold	375	–	–	0.02%	296
2017 Q4	$50K	Buy	375 +75	+25%	+$9.04K	0.02%	300
2017 Q3	$35K	Buy	300 +150	+100%	+$16.1K	0.01%	283
2017 Q2	$16K	Hold	150	–	–	0.01%	408
2017 Q1	$16K	Hold	150	–	–	0.01%	408
2016 Q4	$16K	Hold	150	–	–	0.01%	416
2016 Q3	$15K	Hold	150	–	–	0.01%	400
2016 Q2	$13K	Hold	150	–	–	0.01%	411
2016 Q1	$12K	Hold	150	–	–	0.01%	377
2015 Q4	$12K	Hold	150	–	–	0.01%	381
2015 Q3	$13K	Hold	150	–	–	0.01%	361
2015 Q2	$14K	Hold	150	–	–	0.01%	362
2015 Q1	$16K	Hold	150	–	–	0.01%	355
2014 Q4	$18K	Hold	150	–	–	0.01%	326
2014 Q3	$16K	Hold	150	–	–	0.01%	362
2014 Q2	$15K	Hold	150	–	–	0.01%	362
2014 Q1	$14K	Hold	150	–	–	0.01%	345
2013 Q4	$13K	Hold	150	–	–	0.01%	357
2013 Q3	$12K	Buy	+150	New	+$11.9K	0.01%	339

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Focused Wealth Management's UNP Position: Q2 2026 in Review

Focused Wealth Management increased its Union Pacific (UNP) stake by 4.8% in Q2 2026, buying an estimated $23.1K and bringing the position to 1,918 shares worth $522K. The position accounts for 0.05% of the portfolio, ranked #133.

Focused Wealth Management first reported a position in UNP in Q3 2013 and has held it in 51 quarters since. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

Focused Wealth Management held 1,918 shares of Union Pacific worth $522K as of Q2 2026.
Focused Wealth Management bought 88 Union Pacific shares in Q2 2026, an estimated $23.1K.
Union Pacific made up 0.05% of Focused Wealth Management's portfolio in Q2 2026, its #133 holding.
Focused Wealth Management first reported a position in Union Pacific in Q3 2013 and has held it in 51 quarters since.
2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.