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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
2019
Q2 		– Sell
-1,000
Closed -$2K – 808
2019
Q1 		$2K Buy
+1,000
New +$161K ﹤0.01% 630

Other funds holding UNP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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.