GDS Wealth Management
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GDS Wealth Management’s Union Pacific UNP Stock Holding History

GDS 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
Q3 		$1.02M Buy
3,745
+1,049
+39% +$305K 0.05% 119
2026
Q2 		$733K Buy
2,696
+235
+10% +$61.7K 0.03% 117
2026
Q1 		$597K Sell
2,461
-56
-2% -$13.7K 0.04% 114
2025
Q4 		$582K Sell
2,517
-83
-3% -$18.9K 0.04% 115
2025
Q3 		$615K Buy
2,600
+44
+2% +$9.9K 0.04% 112
2025
Q2 		$588K Sell
2,556
-119
-4% -$26.4K 0.04% 111
2025
Q1 		$632K Buy
2,675
+461
+21% +$111K 0.05% 98
2024
Q4 		$505K Buy
2,214
+5
+0.2% +$1.18K 0.05% 113
2024
Q3 		$544K Sell
2,209
-162
-7% -$39.3K 0.05% 91
2024
Q2 		$536K Sell
2,371
-18
-0.8% -$4.22K 0.06% 81
2024
Q1 		$588K Sell
2,389
-375
-14% -$92.3K 0.07% 81
2023
Q4 		$679K Sell
2,764
-95
-3% -$20.9K 0.09% 67
2023
Q3 		$582K Sell
2,859
-254
-8% -$55.3K 0.09% 67
2023
Q2 		$637K Sell
3,113
-124
-4% -$24.6K 0.1% 71
2023
Q1 		$651K Sell
3,237
-1,842
-36% -$373K 0.12% 64
2022
Q4 		$1.05M Sell
5,079
-1,259
-20% -$258K 0.2% 55
2022
Q3 		$1.24M Sell
6,338
-203
-3% -$44.9K 0.28% 50
2022
Q2 		$1.4M Sell
6,541
-36
-0.5% -$8.19K 0.31% 51
2022
Q1 		$1.59M Sell
6,577
-74
-1% -$18.7K 0.35% 50
2021
Q4 		$1.68M Buy
+6,651
New +$1.58M 0.37% 50

Other funds holding UNP

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

GDS Wealth Management's UNP Position: Q3 2026 in Review

GDS Wealth Management increased its Union Pacific (UNP) stake by 39% in Q3 2026, buying an estimated $305K and bringing the position to 3,745 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #119.

GDS Wealth Management first reported a position in UNP in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.68M in Q4 2021. 1,327 funds tracked by Wall St. Rank hold UNP as of Q3 2026.

  • GDS Wealth Management held 3,745 shares of Union Pacific worth $1.02M as of Q3 2026.
  • GDS Wealth Management bought 1,049 Union Pacific shares in Q3 2026, an estimated $305K.
  • Union Pacific made up 0.05% of GDS Wealth Management's portfolio in Q3 2026, its #119 holding.
  • GDS Wealth Management first reported a position in Union Pacific in Q4 2021 and has held it in 20 quarters since.
  • GDS Wealth Management's Union Pacific position peaked at $1.68M in Q4 2021.
  • 1,327 funds tracked by Wall St. Rank held Union Pacific as of Q3 2026.

Based on GDS Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.