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Golden State Equity Partners’s Union Pacific UNP Stock Holding History

Golden State Equity Partners’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 		$18K Sell
66
-8,427
-99% -$2.21M 0.05% 188
2026
Q1 		$2.06M Buy
8,493
+3,503
+70% +$858K 0.16% 153
2025
Q4 		$1.15M Buy
4,990
+89
+2% +$20.3K 0.19% 122
2025
Q3 		$1.16M Buy
4,901
+337
+7% +$76K 0.2% 128
2025
Q2 		$1.05M Sell
4,564
-306
-6% -$67.9K 0.19% 131
2025
Q1 		$1.15M Sell
4,870
-107
-2% -$25.8K 0.23% 113
2024
Q4 		$1.13M Buy
4,977
+4,541
+1,042% +$1.08M 0.22% 117
2024
Q3 		$107K Sell
436
-4,419
-91% -$1.07M 0.06% 269
2024
Q2 		$1.1M Buy
+4,855
New +$1.14M 0.23% 110
2023
Q4 		$1.23M Buy
5,025
+323
+7% +$71K 0.3% 82
2023
Q3 		$957K Sell
4,702
-304
-6% -$66.2K 0.27% 98
2023
Q2 		$1.02M Buy
5,006
+1,979
+65% +$393K 0.29% 85
2023
Q1 		$609K Buy
+3,027
New +$613K 0.33% 82
2022
Q1 		$345K Buy
1,262
+12
+1% +$3.03K 0.17% 138
2021
Q4 		$315K Buy
1,250
+39
+3% +$9.24K 0.16% 122
2021
Q3 		$237K Sell
1,211
-30
-2% -$6.48K 0.1% 202
2021
Q2 		$273K Buy
1,241
+59
+5% +$13.1K 0.11% 194
2021
Q1 		$261K Buy
1,182
+5
+0.4% +$1.05K 0.15% 138
2020
Q4 		$245K Buy
+1,177
New +$235K 0.17% 139

Other funds holding UNP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Golden State Equity Partners's UNP Position: Q2 2026 in Review

Golden State Equity Partners reduced its Union Pacific (UNP) stake by 99% in Q2 2026, selling an estimated $2.21M and leaving 66 shares worth $18K. The position accounts for 0.05% of the portfolio, ranked #188.

Golden State Equity Partners first reported a position in UNP in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.06M in Q1 2026. 1,504 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Golden State Equity Partners held 66 shares of Union Pacific worth $18K as of Q2 2026.
  • Golden State Equity Partners sold 8,427 Union Pacific shares in Q2 2026, an estimated $2.21M.
  • Union Pacific made up 0.05% of Golden State Equity Partners's portfolio in Q2 2026, its #188 holding.
  • Golden State Equity Partners first reported a position in Union Pacific in Q4 2020 and has held it in 19 quarters since.
  • Golden State Equity Partners's Union Pacific position peaked at $2.06M in Q1 2026.
  • 1,504 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.