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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 $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 $3.38T AUM 44.17% 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

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.