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GeoWealth Management’s Union Pacific UNP Stock Holding History

GeoWealth 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
Q2 		$459K Buy
1,687
+149
+10% +$39.1K 0.01% 522
2026
Q1 		$373K Buy
1,538
+93
+6% +$22.8K 0.01% 541
2025
Q4 		$334K Buy
1,445
+75
+5% +$17.1K 0.01% 538
2025
Q3 		$324K Sell
1,370
-181
-12% -$40.8K 0.01% 565
2025
Q2 		$357K Sell
1,551
-230
-13% -$51.1K 0.01% 495
2025
Q1 		$421K Sell
1,781
-1,104
-38% -$266K 0.02% 464
2024
Q4 		$658K Sell
2,885
-530
-16% -$125K 0.02% 407
2024
Q3 		$842K Buy
3,415
+57
+2% +$13.8K 0.03% 344
2024
Q2 		$760K Buy
3,358
+410
+14% +$96.1K 0.03% 328
2024
Q1 		$725K Buy
2,948
+910
+45% +$224K 0.03% 353
2023
Q4 		$501K Buy
+2,038
New +$448K 0.04% 336

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 $3.37T AUM 44.26% 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

GeoWealth Management's UNP Position: Q2 2026 in Review

GeoWealth Management increased its Union Pacific (UNP) stake by 9.7% in Q2 2026, buying an estimated $39.1K and bringing the position to 1,687 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #522.

GeoWealth Management first reported a position in UNP in Q4 2023 and has held it in 11 quarters since. The position peaked at $842K in Q3 2024. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • GeoWealth Management held 1,687 shares of Union Pacific worth $459K as of Q2 2026.
  • GeoWealth Management bought 149 Union Pacific shares in Q2 2026, an estimated $39.1K.
  • Union Pacific made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #522 holding.
  • GeoWealth Management first reported a position in Union Pacific in Q4 2023 and has held it in 11 quarters since.
  • GeoWealth Management's Union Pacific position peaked at $842K in Q3 2024.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.