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
2021 Q3	–	Sell	-7,200	Closed	-$20K	–	1111
2021 Q2	$20K	Buy	+7,200	New	+$1.6M	﹤0.01%	513
2021 Q1	–	Sell	-3,000	Closed	-$24K	–	1012
2020 Q4	$24K	Buy	+3,000	New	+$599K	﹤0.01%	445
2019 Q3	–	Sell	-4,400	Closed	-$37K	–	778
2019 Q2	$37K	Buy	4,400 +1,400	+47%	+$240K	0.01%	351
2019 Q1	$11K	Buy	+3,000	New	+$483K	﹤0.01%	461

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Focused Wealth Management's UNP Position: Q1 2026 in Review

Focused Wealth Management increased its Union Pacific (UNP) stake by 0.99% in Q1 2026, buying an estimated $4.41K and bringing the position to 1,830 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #124.

Focused Wealth Management first reported a position in UNP in Q3 2013 and has held it in 50 quarters since. The position peaked at $515K in Q2 2019. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Focused Wealth Management held 1,830 shares of Union Pacific worth $444K as of Q1 2026.
Focused Wealth Management bought 18 Union Pacific shares in Q1 2026, an estimated $4.41K.
Union Pacific made up 0.05% of Focused Wealth Management's portfolio in Q1 2026, its #124 holding.
Focused Wealth Management first reported a position in Union Pacific in Q3 2013 and has held it in 50 quarters since.
Focused Wealth Management's Union Pacific position peaked at $515K in Q2 2019.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.