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Golden State Wealth Management’s Union Pacific UNP Stock Holding History

Golden State 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
Q2 		$563K Buy
2,068
+21
+1% +$5.51K 0.05% 266
2026
Q1 		$497K Sell
2,047
-155
-7% -$38K 0.05% 248
2025
Q4 		$510K Sell
2,202
-30
-1% -$6.85K 0.05% 249
2025
Q3 		$528K Buy
2,232
+376
+20% +$84.7K 0.06% 236
2025
Q2 		$427K Buy
1,856
+198
+12% +$44K 0.05% 262
2025
Q1 		$392K Buy
1,658
+56
+3% +$13.5K 0.06% 242
2024
Q4 		$366K Buy
+1,602
New +$379K 0.05% 244
2022
Q1 		$291K Sell
1,064
-2,421
-69% -$611K 0.06% 240
2021
Q4 		$878K Buy
3,485
+2,285
+190% +$541K 0.15% 138
2021
Q3 		$235K Sell
1,200
-87
-7% -$18.8K 0.05% 263
2021
Q2 		$283K Buy
1,287
+195
+18% +$43.4K 0.06% 237
2021
Q1 		$240K Sell
1,092
-1,547
-59% -$325K 0.08% 174
2020
Q4 		$550K Buy
2,639
+1,429
+118% +$285K 0.16% 115
2020
Q3 		$238K Sell
1,210
-4,008
-77% -$745K 0.08% 173
2020
Q2 		$882K Buy
5,218
+4,727
+963% +$758K 0.23% 82
2020
Q1 		$69K Buy
+491
New +$81.2K 0.03% 307
2019
Q4 		– Sell
-694
Closed -$112K – 882
2019
Q3 		$112K Sell
694
-89
-11% -$15K 0.04% 297
2019
Q2 		$132K Buy
783
+141
+22% +$24.2K 0.04% 293
2019
Q1 		$107K Buy
+642
New +$103K 0.04% 314

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

Golden State Wealth Management's UNP Position: Q2 2026 in Review

Golden State Wealth Management increased its Union Pacific (UNP) stake by 1% in Q2 2026, buying an estimated $5.51K and bringing the position to 2,068 shares worth $563K. The position accounts for 0.05% of the portfolio, ranked #266.

Golden State Wealth Management first reported a position in UNP in Q1 2019 and has held it in 19 quarters since. The position peaked at $882K in Q2 2020. 2,876 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Golden State Wealth Management held 2,068 shares of Union Pacific worth $563K as of Q2 2026.
  • Golden State Wealth Management bought 21 Union Pacific shares in Q2 2026, an estimated $5.51K.
  • Union Pacific made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Golden State Wealth Management first reported a position in Union Pacific in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Union Pacific position peaked at $882K in Q2 2020.
  • 2,876 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.