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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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. 2,895 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.
2,895 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.